IFWM
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Institute for Wealth Management’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$15K Buy
+1,000
New +$15K ﹤0.01% 1219

Other funds holding HYSA

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Institute for Wealth Management's HYSA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q2 2026: 1,000 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings.

4 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

  • Institute for Wealth Management held 1,000 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $15K as of Q2 2026.
  • BondBloxx USD High Yield Bond Sector Rotation ETF was a new Institute for Wealth Management position in Q2 2026.
  • BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1219 holding.
  • 4 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.