AWM
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AE Wealth Management’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

AE Wealth Management’s Portfolio XBB Stock Details XBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3K Sell
81
-61
-43% -$2.51K ﹤0.01% 2429
2025
Q4 		$5.84K Hold
142
– – ﹤0.01% 2209
2025
Q3 		$5.87K Hold
142
– – ﹤0.01% 2055
2025
Q2 		$5.85K Hold
142
– – ﹤0.01% 1938
2025
Q1 		$5.74K Hold
142
– – ﹤0.01% 1926
2024
Q4 		$5.68K Buy
+142
New +$5.76K ﹤0.01% 1909

Other funds holding XBB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

AE Wealth Management reduced its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 43% in Q1 2026, selling an estimated $2.51K and leaving 81 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

AE Wealth Management first reported a position in XBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.87K in Q3 2025. 23 funds tracked by Wall St. Rank hold XBB as of Q1 2026.

  • AE Wealth Management held 81 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $3.3K as of Q1 2026.
  • AE Wealth Management sold 61 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.51K.
  • BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2429 holding.
  • AE Wealth Management first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $5.87K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q1 2026.

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