OSAIC HOLDINGS, INC. HYSA BONDBLOXX ETF TRUST

Ownership history in OSAIC HOLDINGS, INC.  ·  6 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported BONDBLOXX ETF TRUST (HYSA) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows HYSA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSAIC HOLDINGS, INC.'s position in BONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYSA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OSAIC HOLDINGS, INC. held HYSA — position size vs. price
% of Fund (quarterly)    HYSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 32,747 -607 -1.8% 0.00% $486K 2026-05-15 $14.87
2025 Q4 REDUCED 10.9% -0.9% 33,354 -4,061 -10.9% 0.00% $505K 2026-02-17 $14.86
2025 Q3 ADDED 37,415 +34,415 +1147.2% 0.00% $575K 2025-11-14 $14.60
2024 Q1 UNCHANGED 3,000 0% 0.00% $45K 2024-05-10 $12.90
2023 Q4 REDUCED 19.3% +1.3% 3,000 -716 -19.3% 0.00% $45K 2024-02-12 $12.88
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OSAIC HOLDINGS, INC. and HYSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSAIC HOLDINGS, INC. reported owning HYSA?

OSAIC HOLDINGS, INC. reported HYSA across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HYSA position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for HYSA was 0.00% in 2025 Q3.

What is the latest reported HYSA position on this page?

The most recent filing on this page is 2026 Q1, when OSAIC HOLDINGS, INC. reported 32,747 shares, equal to 0.00% of portfolio, with an estimated market value of $486K.

What does the chart on this HYSA ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'s quarterly HYSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OSAIC HOLDINGS, INC. time their HYSA position?

Based on 13F filing dates vs. subsequent HYSA price moves, OSAIC HOLDINGS, INC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HYSA relative to SPY over the holding period was -18.1%.

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