Financial Engines Advisors’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Financial Engines Advisors’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	$402K	Sell	7,812 -38	-0.5%	-$1.96K	﹤0.01%	450
2026 Q1	$404K	Hold	7,850	–	–	﹤0.01%	421
2025 Q4	$409K	Hold	7,850	–	–	﹤0.01%	422
2025 Q3	$411K	Hold	7,850	–	–	﹤0.01%	422
2025 Q2	$405K	Buy	+7,850	New	+$396K	﹤0.01%	406

Other funds holding BBBI

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Engines Advisors's BBBI Position: Q2 2026 in Review

Financial Engines Advisors reduced its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 0.48% in Q2 2026, selling an estimated $1.96K and leaving 7,812 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Financial Engines Advisors first reported a position in BBBI in Q2 2025 and has held it in 5 quarters since. The position peaked at $411K in Q3 2025. 22 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

Financial Engines Advisors held 7,812 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $402K as of Q2 2026.
Financial Engines Advisors sold 38 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.96K.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #450 holding.
Financial Engines Advisors first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Financial Engines Advisors's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $411K in Q3 2025.
22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.