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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
Q2 		$1.34M Buy
26,135
+10,005
+62% +$515K 0.27% 93
2026
Q1 		$830K Buy
+16,130
New +$839K 0.18% 122

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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Herold Advisors's BBBI Position: Q2 2026 in Review

Herold Advisors increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 62% in Q2 2026, buying an estimated $515K and bringing the position to 26,135 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #93.

Herold Advisors first reported a position in BBBI in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • Herold Advisors held 26,135 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $1.34M as of Q2 2026.
  • Herold Advisors bought 10,005 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $515K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.27% of Herold Advisors's portfolio in Q2 2026, its #93 holding.
  • Herold Advisors first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.