UBS Group

UBS Group’s BondBloxx USD High Yield Bond Energy Sector ETF XHYE Stock Holding History

UBS 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
2026 Q1	$5.35K	Buy	137 +103	+303%	+$4.02K	﹤0.01%	8798
2025 Q4	$1.31K	Buy	+34	New	+$1.31K	﹤0.01%	9635
2024 Q3	–	Sell	-20	Closed	-$784	–	10129
2024 Q2	$784	Sell	20 -77	-79%	-$3K	﹤0.01%	8776
2024 Q1	$3.8K	Buy	97 +96	+9,600%	+$3.72K	﹤0.01%	7698
2023 Q4	$38	Buy	+1	New	+$38	﹤0.01%	9021
2023 Q3	–	Sell	-2,000	Closed	-$75.5K	–	10025
2023 Q2	$75.5K	Buy	2,000 +1,900	+1,900%	+$71.5K	﹤0.01%	6213
2023 Q1	$3.82K	Sell	100 -13	-12%	-$486	﹤0.01%	8272
2022 Q4	$4.17K	Buy	+113	New	+$4.18K	﹤0.01%	9369
2022 Q3	–	Sell	-87	Closed	-$3K	–	11002
2022 Q2	$3K	Buy	+87	New	+$3.33K	﹤0.01%	9378

Other funds holding XHYE

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $97M AUM 15.73% 1-Year Est. Return

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

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return