AE Wealth Management’s BondBloxx B-Rated USD High Yield Corporate Bond ETF XB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.3K	Buy	+377	New	+$14.7K	﹤0.01%	2430

Other funds holding XB

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AE Wealth Management's XB Position: Q3 2026 in Review

AE Wealth Management opened a new position in BondBloxx B-Rated USD High Yield Corporate Bond ETF (XB) in Q3 2026: 377 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #2430 among its holdings.

9 funds tracked by Wall St. Rank hold XB as of Q3 2026.

AE Wealth Management held 377 shares of BondBloxx B-Rated USD High Yield Corporate Bond ETF worth $14.3K as of Q3 2026.
BondBloxx B-Rated USD High Yield Corporate Bond ETF was a new AE Wealth Management position in Q3 2026.
BondBloxx B-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2430 holding.
9 funds tracked by Wall St. Rank held BondBloxx B-Rated USD High Yield Corporate Bond ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.