Envestnet Asset Management’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Envestnet Asset Management’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 Q2	$867K	Buy	21,148 +7,640	+57%	+$313K	﹤0.01%	3711
2026 Q1	$550K	Buy	13,508 +1,006	+8%	+$41.4K	﹤0.01%	3866
2025 Q4	$514K	Buy	12,502 +3,096	+33%	+$127K	﹤0.01%	3679
2025 Q3	$389K	Buy	+9,406	New	+$386K	﹤0.01%	3919

Other funds holding XBB

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Envestnet Asset Management increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 57% in Q2 2026, buying an estimated $313K and bringing the position to 21,148 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Envestnet Asset Management first reported a position in XBB in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold XBB as of Q2 2026.

Envestnet Asset Management held 21,148 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $867K as of Q2 2026.
Envestnet Asset Management bought 7,640 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $313K.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3711 holding.
Envestnet Asset Management first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

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