AP
BBBI icon

Atwood & Palmer’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Atwood & Palmer’s Portfolio BBBI Stock Details BBBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.4M Buy
785,064
+14,244
+2% +$733K 2.15% 15
2026
Q1 		$39.6M Buy
770,820
+18,755
+2% +$976K 2.24% 15
2025
Q4 		$39.1M Buy
752,065
+24,248
+3% +$1.27M 2.22% 15
2025
Q3 		$38.1M Buy
727,817
+16,247
+2% +$840K 2.24% 14
2025
Q2 		$36.7M Buy
+711,570
New +$35.9M 2.29% 14

Other funds holding BBBI

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM

Atwood & Palmer's BBBI Position: Q2 2026 in Review

Atwood & Palmer increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 1.8% in Q2 2026, buying an estimated $733K and bringing the position to 785,064 shares worth $40.4M. The position accounts for 2.15% of the portfolio, ranked #15.

Atwood & Palmer first reported a position in BBBI in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • Atwood & Palmer held 785,064 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $40.4M as of Q2 2026.
  • Atwood & Palmer bought 14,244 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $733K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 2.15% of Atwood & Palmer's portfolio in Q2 2026, its #15 holding.
  • Atwood & Palmer first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.