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
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 $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Envestnet Asset Management's BBBI Position: Q1 2026 in Review

Envestnet Asset Management increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 102% in Q1 2026, buying an estimated $1.64M and bringing the position to 62,365 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Envestnet Asset Management first reported a position in BBBI in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold BBBI as of Q1 2026.

  • Envestnet Asset Management held 62,365 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $3.21M as of Q1 2026.
  • Envestnet Asset Management bought 31,484 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.64M.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2658 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 2 quarters since.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.