Onyx Bridge Wealth Group’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

Onyx Bridge Wealth Group’s Portfolio XHYE Stock Details XHYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,538	Closed	-$561K	–	327
2025 Q1	$561K	Buy	14,538 +248	+2%	+$9.64K	0.08%	147
2024 Q4	$551K	Buy	14,290 +24	+0.2%	+$935	0.08%	145
2024 Q3	$564K	Sell	14,266 -29	-0.2%	-$1.14K	0.09%	149
2024 Q2	$560K	Buy	14,295 +21	+0.1%	+$818	0.09%	139
2024 Q1	$554K	Sell	14,274 -11,671	-45%	-$452K	0.1%	139
2023 Q4	$999K	Buy	25,945 +9,176	+55%	+$346K	0.2%	77
2023 Q3	$629K	Buy	+16,769	New	+$633K	0.15%	110
2022 Q4	–	Sell	-6,825	Closed	-$246K	–	214
2022 Q3	$246K	Buy	+6,825	New	+$254K	0.11%	127

Other funds holding XHYE

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Onyx Bridge Wealth Group's XHYE Position: Q2 2025 in Review

Onyx Bridge Wealth Group sold out of BondBloxx USD High Yield Bond Energy Sector ETF (XHYE) in Q2 2025, closing a stake of 14,538 shares — an estimated $561K sold.

Onyx Bridge Wealth Group first reported a position in XHYE in Q3 2022 and held it in 8 quarters. The position peaked at $999K in Q4 2023. 8 funds tracked by Wall St. Rank hold XHYE as of Q2 2025.

Onyx Bridge Wealth Group reported no remaining BondBloxx USD High Yield Bond Energy Sector ETF position as of Q2 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 14,538 BondBloxx USD High Yield Bond Energy Sector ETF shares in Q2 2025, an estimated $561K.
Onyx Bridge Wealth Group first reported a position in BondBloxx USD High Yield Bond Energy Sector ETF in Q3 2022 and held it in 8 quarters.
Onyx Bridge Wealth Group's BondBloxx USD High Yield Bond Energy Sector ETF position peaked at $999K in Q4 2023.
8 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Energy Sector ETF as of Q2 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2025, filed 30 Jul 2025.