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

Herold 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 Q1	$830K	Buy	+16,130	New	+$839K	0.18%	122

Other funds holding BBBI

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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

Herold Advisors's BBBI Position: Q1 2026 in Review

Herold Advisors opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q1 2026: 16,130 shares worth $830K. The stake represents 0.18% of the portfolio and ranks #122 among its holdings.

22 funds tracked by Wall St. Rank hold BBBI as of Q1 2026.

Herold Advisors held 16,130 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $830K as of Q1 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new Herold Advisors position in Q1 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.18% of Herold Advisors's portfolio in Q1 2026, its #122 holding.
22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.