Atwood & Palmer’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Atwood & Palmer’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	$20.8M	Buy	507,082 +7,067	+1%	+$289K	1.11%	38
2026 Q1	$20.3M	Buy	500,015 +13,740	+3%	+$565K	1.15%	38
2025 Q4	$20M	Buy	486,275 +11,119	+2%	+$458K	1.14%	37
2025 Q3	$19.6M	Buy	475,156 +11,386	+2%	+$467K	1.15%	39
2025 Q2	$19.1M	Buy	+463,770	New	+$18.7M	1.19%	38

Other funds holding XBB

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

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

Atwood & Palmer increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 1.4% in Q2 2026, buying an estimated $289K and bringing the position to 507,082 shares worth $20.8M. The position accounts for 1.11% of the portfolio, ranked #38.

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

Atwood & Palmer held 507,082 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $20.8M as of Q2 2026.
Atwood & Palmer bought 7,067 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $289K.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 1.11% of Atwood & Palmer's portfolio in Q2 2026, its #38 holding.
Atwood & Palmer first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

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