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Householder Group Estate & Retirement Specialist’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-572
Closed -$8K – 1293
2023
Q4 		$8K Sell
572
-143
-20% -$2.07K ﹤0.01% 814
2023
Q3 		$10.3K Buy
+715
New +$10.3K ﹤0.01% 779

Other funds holding HYSA

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYSA Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q1 2024, closing a stake of 572 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYSA in Q3 2023 and held it in 2 quarters. The position peaked at $10.3K in Q3 2023. 12 funds tracked by Wall St. Rank hold HYSA as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining BondBloxx USD High Yield Bond Sector Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 572 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q1 2024, an estimated $8K.
  • Householder Group Estate & Retirement Specialist first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $10.3K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.