Envestnet Asset Management
BBBI icon

Envestnet Asset Management’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Envestnet Asset Management’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 		$3.12M Sell
60,588
-1,777
-3% -$91.4K ﹤0.01% 2818
2026
Q1 		$3.21M Buy
62,365
+31,484
+102% +$1.64M ﹤0.01% 2658
2025
Q4 		$1.61M Buy
+30,881
New +$1.61M ﹤0.01% 2994

Other funds holding BBBI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Envestnet Asset Management's BBBI Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 2.8% in Q2 2026, selling an estimated $91.4K and leaving 60,588 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Envestnet Asset Management first reported a position in BBBI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.21M in Q1 2026. 22 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • Envestnet Asset Management held 60,588 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $3.12M as of Q2 2026.
  • Envestnet Asset Management sold 1,777 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $91.4K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2818 holding.
  • Envestnet Asset Management first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $3.21M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

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