Global Retirement Partners’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

Global Retirement Partners’s Portfolio XHYE Stock Details XHYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.27K	Buy	85 +1	+1%	+$39	﹤0.01%	3572
2025 Q3	$3.27K	Buy	84 +2	+2%	+$77	﹤0.01%	3140
2025 Q2	$3.17K	Buy	+82	New	+$3.08K	﹤0.01%	3074
2024 Q4	$3.07K	Buy	80 +2	+3%	+$78	﹤0.01%	2911
2024 Q3	$3.08K	Buy	78 +1	+1%	+$39	﹤0.01%	2772
2024 Q2	$3K	Buy	77 +2	+3%	+$78	﹤0.01%	2820
2024 Q1	$2.95K	Buy	+75	New	+$2.91K	﹤0.01%	2594

Other funds holding XHYE

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's XHYE Position: Q4 2025 in Review

Global Retirement Partners increased its BondBloxx USD High Yield Bond Energy Sector ETF (XHYE) stake by 1.2% in Q4 2025, buying an estimated $39 and bringing the position to 85 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Global Retirement Partners first reported a position in XHYE in Q1 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold XHYE as of Q4 2025.

Global Retirement Partners held 85 shares of BondBloxx USD High Yield Bond Energy Sector ETF worth $3.27K as of Q4 2025.
Global Retirement Partners bought 1 BondBloxx USD High Yield Bond Energy Sector ETF share in Q4 2025, an estimated $39.
BondBloxx USD High Yield Bond Energy Sector ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3572 holding.
Global Retirement Partners first reported a position in BondBloxx USD High Yield Bond Energy Sector ETF in Q1 2024 and has held it in 7 quarters since.
9 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Energy Sector ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.