MFG
HYSA icon

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

Merit Financial Group’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
-17,791
Closed -$267K – 889
2023
Q4 		$267K Sell
17,791
-833
-4% -$12.1K 0.01% 652
2023
Q3 		$268K Buy
+18,624
New +$269K 0.01% 616

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 $5.56B AUM 17.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's HYSA Position: Q1 2024 in Review

Merit Financial Group sold out of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q1 2024, closing a stake of 17,791 shares — an estimated $267K sold.

Merit Financial Group first reported a position in HYSA in Q3 2023 and held it in 2 quarters. The position peaked at $268K in Q3 2023. 12 funds tracked by Wall St. Rank hold HYSA as of Q1 2024.

  • Merit Financial Group reported no remaining BondBloxx USD High Yield Bond Sector Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • Merit Financial Group sold 17,791 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q1 2024, an estimated $267K.
  • Merit Financial Group first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and held it in 2 quarters.
  • Merit Financial Group's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $268K 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 Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.