Dynamic Advisor Solutions’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-5,000	Closed	-$205K	–	1112
2026 Q2	$205K	Hold	5,000	–	–	0.01%	1001
2026 Q1	$203K	Hold	5,000	–	–	0.01%	919
2025 Q4	$206K	Hold	5,000	–	–	0.01%	894
2025 Q3	$207K	Hold	5,000	–	–	0.01%	890
2025 Q2	$206K	Buy	+5,000	New	+$201K	0.01%	848

Other funds holding XBB

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Dynamic Advisor Solutions's XBB Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) in Q3 2026, closing a stake of 5,000 shares — an estimated $205K sold.

Dynamic Advisor Solutions first reported a position in XBB in Q2 2025 and held it in 5 quarters. The position peaked at $207K in Q3 2025. 20 funds tracked by Wall St. Rank hold XBB as of Q3 2026.

Dynamic Advisor Solutions reported no remaining BondBloxx BB-Rated USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 5,000 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $205K.
Dynamic Advisor Solutions first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q2 2025 and held it in 5 quarters.
Dynamic Advisor Solutions's BondBloxx BB-Rated USD High Yield Corporate Bond ETF position peaked at $207K in Q3 2025.
20 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.