BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s BondBloxx High Yield Income ETF HYSA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-380	Closed	-$5.69K	–	1992
2026 Q2	$5.69K	Hold	380	–	–	﹤0.01%	1761
2026 Q1	$5.64K	Hold	380	–	–	﹤0.01%	1800
2025 Q4	$5.76K	Hold	380	–	–	﹤0.01%	1838
2025 Q3	$5.84K	Hold	380	–	–	﹤0.01%	1782
2025 Q2	$5.78K	Hold	380	–	–	﹤0.01%	1732
2025 Q1	$5.71K	Hold	380	–	–	﹤0.01%	1711
2024 Q4	$5.68K	Hold	380	–	–	﹤0.01%	1661
2024 Q3	$5.83K	Buy	+380	New	+$5.72K	﹤0.01%	1695

Other funds holding HYSA

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

Willow Financial Rogers, Arkansas $105M AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s HYSA Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of BondBloxx High Yield Income ETF (HYSA) in Q3 2026, closing a stake of 380 shares — an estimated $5.69K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in HYSA in Q3 2024 and held it in 8 quarters. The position peaked at $5.84K in Q3 2025. 17 funds tracked by Wall St. Rank hold HYSA as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining BondBloxx High Yield Income ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 380 BondBloxx High Yield Income ETF shares in Q3 2026, an estimated $5.69K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BondBloxx High Yield Income ETF in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BondBloxx High Yield Income ETF position peaked at $5.84K in Q3 2025.
17 funds tracked by Wall St. Rank held BondBloxx High Yield Income ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.