Bondbloxx High Yield IncomeHYSAETF
13F holders, Q1 2025 (March 31)14holders −2
2new positions
4sold out
$14.98avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Bondbloxx High Yield Income (HYSA) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Fullcircle Wealth LLC ($1.9M), LPL Financial LLC ($1.6M) and CW Advisors, LLC ($792K).
- Company
- Bondbloxx High Yield Income
- CUSIP
- 09789C770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $367K |
| Exits | 4 | $821K |
All 13F filers, Q4 2024 → Q1 2025: 30,798 shares bought and 58,532 shares sold, net −27,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Fullcircle Wealth LLC | 0.79% | Add +4.4% | 129,121 | $1.9M |
| LPL Financial LLC | 0.00% | Add +0.5% | 106,556 | $1.6M |
| CW Advisors, LLC | 0.01% | Reduce -2.2% | 52,734 | $792K |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 30,105 | $452K |
| Morgan Stanley | 0.00% | No change | 22,754 | $342K |
| Sowell Financial Services LLC | 0.01% | No change | 15,927 | $239K |
| Adams Wealth Management | 0.04% | New | 12,222 | $184K |
| CacheTech Inc. | 0.04% | New | 12,222 | $184K |
| HighTower Advisors, LLC | 0.00% | No change | 12,000 | $180K |
| Wells Fargo & Company | 0.00% | Reduce -12.3% | 8,847 | $133K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 1,882 | $28K |
| Royal Bank of Canada | 0.00% | Add +624.0% | 543 | $8K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -20.0% | 200 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 169 | $3K |
"% of holder's portfolio" is HYSA's weight in each manager's 13F, not the share of Bondbloxx High Yield Income the manager owns.