LPL Financial
HYSA icon

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
Q2 		$1.12M Sell
74,551
-9,311
-11% -$139K ﹤0.01% 4333
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

CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial's HYSA Position: Q2 2026 in Review

LPL Financial reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 11% in Q2 2026, selling an estimated $139K and leaving 74,551 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4333.

LPL Financial first reported a position in HYSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2023. 15 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

  • LPL Financial held 74,551 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $1.12M as of Q2 2026.
  • LPL Financial sold 9,311 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2026, an estimated $139K.
  • BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4333 holding.
  • LPL Financial first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $2.6M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.