Willow Financial’s BondBloxx High Yield Income ETF HYSA Stock Holding History

Willow Financial’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 Q3	$4.12M	Buy	+286,704	New	+$4.24M	3.91%	6

Other funds holding HYSA

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Adams Wealth Management Logan, Utah $527M AUM 28.14% 1-Year Est. Return

CacheTech Inc Logan, Utah $627M AUM 28.31% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Willow Financial's HYSA Position: Q3 2026 in Review

Willow Financial opened a new position in BondBloxx High Yield Income ETF (HYSA) in Q3 2026: 286,704 shares worth $4.12M. The stake represents 3.91% of the portfolio and ranks #6 among its holdings.

15 funds tracked by Wall St. Rank hold HYSA as of Q3 2026.

Willow Financial held 286,704 shares of BondBloxx High Yield Income ETF worth $4.12M as of Q3 2026.
BondBloxx High Yield Income ETF was a new Willow Financial position in Q3 2026.
BondBloxx High Yield Income ETF made up 3.91% of Willow Financial's portfolio in Q3 2026, its #6 holding.
15 funds tracked by Wall St. Rank held BondBloxx High Yield Income ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.