PWM
XHYE

Partners Wealth Management’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

Partners Wealth Management’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
2026
Q1 		$378K Buy
9,677
+604
+7% +$23.6K 0.39% 64
2025
Q4 		$350K Sell
9,073
-290
-3% -$11.2K 0.37% 71
2025
Q3 		$366K Buy
9,363
+5
+0.1% +$193 0.36% 78
2025
Q2 		$360K Sell
9,358
-130
-1% -$4.89K 0.41% 68
2025
Q1 		$366K Buy
9,488
+2,045
+27% +$79.5K 0.42% 67
2024
Q4 		$287K Buy
+7,443
New +$290K 0.33% 83

Other funds holding XHYE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return