Bondbloxx High Yield IncomeHYSAETF

13F holders, Q4 2024 (December 31)
16holders
4new positions
5sold out
$14.98avg. 13F price*

At the end of Q4 2024, 16 institutions reported holding Bondbloxx High Yield Income (HYSA) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 5 sold out. The largest holders were Fullcircle Wealth LLC ($1.9M), LPL Financial LLC ($1.6M) and Atlas Financial Advisors, Inc. ($989K).

Company
Bondbloxx High Yield Income
CUSIP
09789C770
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 10Q2 2024Q3 2024: 16Q3 2024Q4 2024: 16Q4 2024Q1 2025: 14Q1 2025Q2 2025: 13Q2 2025Q3 2025: 13Q3 2025Q4 2025: 15Q4 2025Q1 2026: 17Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$1.2M
Exits5$776K

All 13F filers, Q3 2024 → Q4 2024: 163,610 shares bought and 60,974 shares sold, net +102,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Fullcircle Wealth LLC 0.76% Add +166.6% 123,722 $1.9M
LPL Financial LLC 0.00% Reduce -0.7% 106,069 $1.6M
Atlas Financial Advisors, Inc. 1.54% New 66,176 $989K
CW Advisors, LLC 0.01% Reduce -1.1% 53,910 $806K
Janney Montgomery Scott LLC 0.00% Add +23.4% 42,234 $631K
Truist Financial Corp. 0.00% Reduce -3.0% 31,245 $467K
Morgan Stanley 0.00% No change 22,754 $340K
Sowell Financial Services LLC 0.01% Reduce -8.5% 15,927 $238K
HighTower Advisors, LLC 0.00% New 12,000 $179K
Jane Street Group, LLC 0.00% Reduce -40.5% 11,997 $179K
Wells Fargo & Company 0.00% Reduce -4.8% 10,087 $151K
Farther Finance Advisors, LLC 0.00% Add +1.7% 675 $10K
Decker Retirement Planning Inc. 0.00% — 250 $4K
Parallel Advisors, LLC 0.00% No change 169 $3K
Royal Bank of Canada 0.00% New 75 $1K
Van Hulzen Asset Management, LLC 0.00% New 20 $297

"% of holder's portfolio" is HYSA's weight in each manager's 13F, not the share of Bondbloxx High Yield Income the manager owns.