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Kestra Advisory Services’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Kestra Advisory Services’s Portfolio XBB Stock Details XBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
5,696
+1,309
+30% +$53.8K ﹤0.01% 2836
2025
Q4 		$181K Buy
+4,387
New +$181K ﹤0.01% 2984

Other funds holding XBB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Kestra Advisory Services's XBB Position: Q1 2026 in Review

Kestra Advisory Services increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 30% in Q1 2026, buying an estimated $53.8K and bringing the position to 5,696 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Kestra Advisory Services first reported a position in XBB in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold XBB as of Q1 2026.

  • Kestra Advisory Services held 5,696 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $232K as of Q1 2026.
  • Kestra Advisory Services bought 1,309 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $53.8K.
  • BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2836 holding.
  • Kestra Advisory Services first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.