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FullCircle Wealth’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

FullCircle Wealth’s Portfolio HYSA Stock Details HYSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-129,121
Closed -$1.92M – 265
2025
Q1 		$1.92M Buy
129,121
+5,399
+4% +$81.4K 0.79% 33
2024
Q4 		$1.87M Buy
123,722
+77,314
+167% +$1.17M 0.76% 35
2024
Q3 		$706K Buy
+46,408
New +$699K 0.32% 101

Other funds holding HYSA

CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FullCircle Wealth's HYSA Position: Q2 2025 in Review

FullCircle Wealth sold out of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q2 2025, closing a stake of 129,121 shares — an estimated $1.92M sold.

FullCircle Wealth first reported a position in HYSA in Q3 2024 and held it in 3 quarters. The position peaked at $1.92M in Q1 2025. 13 funds tracked by Wall St. Rank hold HYSA as of Q2 2025.

  • FullCircle Wealth reported no remaining BondBloxx USD High Yield Bond Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • FullCircle Wealth sold 129,121 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2025, an estimated $1.92M.
  • FullCircle Wealth first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2024 and held it in 3 quarters.
  • FullCircle Wealth's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $1.92M in Q1 2025.
  • 13 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2025.

Based on FullCircle Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.