Osaic Holdings’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Osaic Holdings’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	$486K	Sell	32,472 -275	-0.8%	-$4.11K	﹤0.01%	3697
2026 Q1	$486K	Sell	32,747 -607	-2%	-$9.15K	﹤0.01%	3377
2025 Q4	$505K	Sell	33,354 -4,061	-11%	-$61.7K	﹤0.01%	3327
2025 Q3	$575K	Buy	+37,415	New	+$569K	﹤0.01%	3322
2024 Q2	–	Sell	-3,000	Closed	-$45.1K	–	7505
2024 Q1	$45.1K	Hold	3,000	–	–	﹤0.01%	4822
2023 Q4	$45.1K	Sell	3,000 -716	-19%	-$10.4K	﹤0.01%	4972
2023 Q3	$53.4K	Buy	+3,716	New	+$53.7K	﹤0.01%	4960

Other funds holding HYSA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Decision Investments San Diego, California $110M AUM

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

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

Osaic Holdings's HYSA Position: Q2 2026 in Review

Osaic Holdings reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 0.84% in Q2 2026, selling an estimated $4.11K and leaving 32,472 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Osaic Holdings first reported a position in HYSA in Q3 2023 and has held it in 7 quarters since. The position peaked at $575K in Q3 2025. 15 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

Osaic Holdings held 32,472 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $486K as of Q2 2026.
Osaic Holdings sold 275 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2026, an estimated $4.11K.
BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3697 holding.
Osaic Holdings first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and has held it in 7 quarters since.
Osaic Holdings's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $575K in Q3 2025.
15 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.