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 Q2	$90.2K	Buy	1,878 +1,530	+440%	+$73.1K	﹤0.01%	1944
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 $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

AE Wealth Management increased its BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) stake by 440% in Q2 2026, buying an estimated $73.1K and bringing the position to 1,878 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

AE Wealth Management first reported a position in BBBL in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold BBBL as of Q2 2026.

AE Wealth Management held 1,878 shares of BondBloxx BBB Rated 10+ Year Corporate Bond ETF worth $90.2K as of Q2 2026.
AE Wealth Management bought 1,530 BondBloxx BBB Rated 10+ Year Corporate Bond ETF shares in Q2 2026, an estimated $73.1K.
BondBloxx BBB Rated 10+ Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1944 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 4 quarters since.
5 funds tracked by Wall St. Rank held BondBloxx BBB Rated 10+ Year Corporate Bond ETF as of Q2 2026.

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