Envestnet Asset Management
BBBS icon

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
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

GI
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM

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

Envestnet Asset Management reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 34% in Q1 2026, selling an estimated $114K and leaving 4,250 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Envestnet Asset Management first reported a position in BBBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Envestnet Asset Management held 4,250 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $217K as of Q1 2026.
  • Envestnet Asset Management sold 2,211 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $114K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4473 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 3 quarters since.
  • Envestnet Asset Management's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $333K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

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