Brookwood Investment Group’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Brookwood Investment Group’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	$5.55M	Sell	108,001 -4,564	-4%	-$235K	0.63%	31
2026 Q1	$5.79M	Buy	+112,565	New	+$5.86M	0.71%	29

Other funds holding BBBI

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

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

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Brookwood Investment Group's BBBI Position: Q2 2026 in Review

Brookwood Investment Group reduced its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 4.1% in Q2 2026, selling an estimated $235K and leaving 108,001 shares worth $5.55M. The position accounts for 0.63% of the portfolio, ranked #31.

Brookwood Investment Group first reported a position in BBBI in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.79M in Q1 2026. 4 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

Brookwood Investment Group held 108,001 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $5.55M as of Q2 2026.
Brookwood Investment Group sold 4,564 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $235K.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.63% of Brookwood Investment Group's portfolio in Q2 2026, its #31 holding.
Brookwood Investment Group first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Brookwood Investment Group's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $5.79M in Q1 2026.
4 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.