AE Wealth Management’s BondBloxx BBB Rated 10+ Year Corporate Bond ETF BBBL Stock Holding History

AE Wealth Management’s Portfolio BBBL Stock Details BBBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6K	Buy	348 +7	+2%	+$339	﹤0.01%	2185
2025 Q4	$16.5K	Sell	341 -520	-60%	-$25.6K	﹤0.01%	2064
2025 Q3	$42.7K	Buy	+861	New	+$41.8K	﹤0.01%	1750

Other funds holding BBBL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AE Wealth Management's BBBL Position: Q1 2026 in Review

AE Wealth Management increased its BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) stake by 2.1% in Q1 2026, buying an estimated $339 and bringing the position to 348 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

AE Wealth Management first reported a position in BBBL in Q3 2025 and has held it in 3 quarters since. The position peaked at $42.7K in Q3 2025. 3 funds tracked by Wall St. Rank hold BBBL as of Q1 2026.

AE Wealth Management held 348 shares of BondBloxx BBB Rated 10+ Year Corporate Bond ETF worth $16.6K as of Q1 2026.
AE Wealth Management bought 7 BondBloxx BBB Rated 10+ Year Corporate Bond ETF shares in Q1 2026, an estimated $339.
BondBloxx BBB Rated 10+ Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2185 holding.
AE Wealth Management first reported a position in BondBloxx BBB Rated 10+ Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
AE Wealth Management's BondBloxx BBB Rated 10+ Year Corporate Bond ETF position peaked at $42.7K in Q3 2025.
3 funds tracked by Wall St. Rank held BondBloxx BBB Rated 10+ Year Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.