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NewEdge Advisors’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-20
Closed -$300 – 3891
2024
Q1 		$300 Buy
+20
New +$300 ﹤0.01% 3644

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CWM
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

NewEdge Advisors's HYSA Position: Q2 2024 in Review

NewEdge Advisors sold out of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q2 2024, closing a stake of 20 shares — an estimated $300 sold.

NewEdge Advisors first reported a position in HYSA in Q1 2024 and held it in 1 quarter. The position peaked at $300 in Q1 2024. 10 funds tracked by Wall St. Rank hold HYSA as of Q2 2024.

  • NewEdge Advisors reported no remaining BondBloxx USD High Yield Bond Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 20 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2024, an estimated $300.
  • NewEdge Advisors first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q1 2024 and held it in 1 quarter.
  • NewEdge Advisors's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $300 in Q1 2024.
  • 10 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.