FIM
BBBI icon

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
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

AP
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM

Freedom Investment Management's BBBI Position: Q1 2026 in Review

Freedom Investment Management reduced its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 1.1% in Q1 2026, selling an estimated $3.28K and leaving 5,909 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #74.

Freedom Investment Management first reported a position in BBBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q2 2025. 22 funds tracked by Wall St. Rank hold BBBI as of Q1 2026.

  • Freedom Investment Management held 5,909 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $304K as of Q1 2026.
  • Freedom Investment Management sold 63 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $3.28K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.09% of Freedom Investment Management's portfolio in Q1 2026, its #74 holding.
  • Freedom Investment Management first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 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 Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.