LPL Financial’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

LPL Financial’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 Q1	$1.25M	Sell	83,862 -7,565	-8%	-$114K	﹤0.01%	3973
2025 Q4	$1.39M	Sell	91,427 -5,193	-5%	-$78.9K	﹤0.01%	3740
2025 Q3	$1.48M	Sell	96,620 -4,532	-4%	-$68.9K	﹤0.01%	3608
2025 Q2	$1.54M	Sell	101,152 -5,404	-5%	-$80.4K	﹤0.01%	3365
2025 Q1	$1.6M	Buy	106,556 +487	+0.5%	+$7.35K	﹤0.01%	3148
2024 Q4	$1.59M	Sell	106,069 -734	-0.7%	-$11.1K	﹤0.01%	3088
2024 Q3	$1.64M	Sell	106,803 -48,645	-31%	-$733K	﹤0.01%	2922
2024 Q2	$2.31M	Sell	155,448 -16,416	-10%	-$243K	﹤0.01%	2473
2024 Q1	$2.58M	Sell	171,864 -1,367	-0.8%	-$20.5K	﹤0.01%	2309
2023 Q4	$2.6M	Sell	173,231 -4,780	-3%	-$69.3K	﹤0.01%	2187
2023 Q3	$2.56M	Buy	+178,011	New	+$2.57M	﹤0.01%	2102

Other funds holding HYSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's HYSA Position: Q1 2026 in Review

LPL Financial reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 8.3% in Q1 2026, selling an estimated $114K and leaving 83,862 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

LPL Financial first reported a position in HYSA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q4 2023. 17 funds tracked by Wall St. Rank hold HYSA as of Q1 2026.

LPL Financial held 83,862 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $1.25M as of Q1 2026.
LPL Financial sold 7,565 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q1 2026, an estimated $114K.
BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3973 holding.
LPL Financial first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and has held it in 11 quarters since.
LPL Financial's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $2.6M in Q4 2023.
17 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.