Freedom Investment Management’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Freedom Investment 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 Q2	–	Sell	-5,909	Closed	-$304K	–	107
2026 Q1	$304K	Sell	5,909 -63	-1%	-$3.28K	0.09%	74
2025 Q4	$311K	Buy	5,972 +97	+2%	+$5.06K	0.09%	82
2025 Q3	$307K	Sell	5,875 -29,583	-83%	-$1.53M	0.08%	112
2025 Q2	$1.83M	Buy	+35,458	New	+$1.79M	0.15%	118

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

Freedom Investment Management's BBBI Position: Q2 2026 in Review

Freedom Investment Management sold out of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q2 2026, closing a stake of 5,909 shares — an estimated $304K sold.

Freedom Investment Management first reported a position in BBBI in Q2 2025 and held it in 4 quarters. The position peaked at $1.83M in Q2 2025. 22 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

Freedom Investment Management reported no remaining BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Freedom Investment Management sold 5,909 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $304K.
Freedom Investment Management first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Freedom Investment Management's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $1.83M in Q2 2025.
22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.