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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.47M Buy
30,192
+4,057
+16% +$204K 0.29% 86
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

Herold Advisors's BBBI Position: Q3 2026 in Review

Herold Advisors increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 16% in Q3 2026, buying an estimated $204K and bringing the position to 30,192 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #86.

Herold Advisors first reported a position in BBBI in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold BBBI as of Q3 2026.

  • Herold Advisors held 30,192 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $1.47M as of Q3 2026.
  • Herold Advisors bought 4,057 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $204K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.29% of Herold Advisors's portfolio in Q3 2026, its #86 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 3 quarters since.
  • 10 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.