HYSA — BONDBLOXX USD HY SEC ROTATON
As of Q2 2026, 3 SEC-registered investment managers reported holding HYSA (BONDBLOXX USD HY SEC ROTATON) in their latest 13F filings, with a combined reported value of $409.66K across 27.36K shares. That is +22.1% by share count (+4.95K shares) versus the previous quarter, while reported value moved +23.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 22.05K | $330.15K | 0.00% | Hold |
| Citadel Advisors history | Q3 2024 | 17.90K | $274.62K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 5.30K | $79.50K | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 350 | $5.20K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 1 | $15 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q1 2024 | 1 | $15 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.30K sh · $79.50K
- UBS Group AG 1 sh · $15
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 350 sh · $5.20K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 45.74K | 39.54K | 23.02K | 22.81K | 22.75K | 22.75K | 22.75K | 22.75K | 22.75K | 22.75K | 22.05K | 22.05K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 5.30K |
| UBS Group AG | 744 | 821 | 124 | 6.52K | 8.78K | — | — | 318 | — | — | — | 1 |
| Wells Fargo & Co | 22.27K | 11.43K | 10.89K | 10.59K | 10.59K | 10.09K | 8.85K | 9.12K | 7.62K | 1.09K | 350 | — |
| Citadel Advisors | — | — | — | — | 17.90K | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 1 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details