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 Q2	$2.01K	Sell	49 -32	-40%	-$1.31K	﹤0.01%	2553
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 $9.05B AUM 13.04% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

AE Wealth Management reduced its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 40% in Q2 2026, selling an estimated $1.31K and leaving 49 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

AE Wealth Management first reported a position in XBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87K in Q3 2025. 30 funds tracked by Wall St. Rank hold XBB as of Q2 2026.

AE Wealth Management held 49 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $2.01K as of Q2 2026.
AE Wealth Management sold 32 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.31K.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2553 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 7 quarters since.
AE Wealth Management's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $5.87K in Q3 2025.
30 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

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