AE Wealth Management
BBBI icon

AE Wealth Management’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

AE Wealth Management’s Portfolio BBBI Stock Details BBBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Buy
6,305
+3,149
+100% +$162K ﹤0.01% 1448
2026
Q1 		$162K Buy
3,156
+324
+11% +$16.9K ﹤0.01% 1655
2025
Q4 		$147K Buy
2,832
+2,823
+31,367% +$147K ﹤0.01% 1590
2025
Q3 		$471 Buy
+9
New +$465 ﹤0.01% 2239

Other funds holding BBBI

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Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's BBBI Position: Q2 2026 in Review

AE Wealth Management increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 100% in Q2 2026, buying an estimated $162K and bringing the position to 6,305 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

AE Wealth Management first reported a position in BBBI in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • AE Wealth Management held 6,305 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $324K as of Q2 2026.
  • AE Wealth Management bought 3,149 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $162K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1448 holding.
  • AE Wealth Management first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.