Envestnet Asset Management’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Envestnet Asset Management’s Portfolio BBBS Stock Details BBBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Sell	4,173 -77	-2%	-$3.93K	﹤0.01%	4622
2026 Q1	$217K	Sell	4,250 -2,211	-34%	-$114K	﹤0.01%	4473
2025 Q4	$333K	Buy	6,461 +2,528	+64%	+$130K	﹤0.01%	3962
2025 Q3	$203K	Buy	+3,933	New	+$202K	﹤0.01%	4313

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

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

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

Envestnet Asset Management reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 1.8% in Q2 2026, selling an estimated $3.93K and leaving 4,173 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Envestnet Asset Management first reported a position in BBBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Envestnet Asset Management held 4,173 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $213K as of Q2 2026.
Envestnet Asset Management sold 77 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.93K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4622 holding.
Envestnet Asset Management first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Envestnet Asset Management's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $333K in Q4 2025.
30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

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