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Integrated Wealth Concepts’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Integrated Wealth Concepts’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 		$1.54K Buy
+30
New +$1.54K ﹤0.01% 5428

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

Integrated Wealth Concepts's BBBI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q2 2026: 30 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #5428 among its holdings.

23 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • Integrated Wealth Concepts held 30 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $1.54K as of Q2 2026.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5428 holding.
  • 23 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.