Lido Advisors’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Lido Advisors’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	$9.22M	Buy	226,571 +42,003	+23%	+$1.73M	0.03%	332
2025 Q4	$7.63M	Sell	184,568 -3,021	-2%	-$124K	0.02%	367
2025 Q3	$7.76M	Buy	187,589 +5,015	+3%	+$206K	0.02%	346
2025 Q2	$7.52M	Buy	182,574 +97,435	+114%	+$3.92M	0.03%	293
2025 Q1	$3.44M	Buy	85,139 +8,178	+11%	+$330K	0.02%	414
2024 Q4	$3.1M	Buy	76,961 +13,447	+21%	+$545K	0.01%	420
2024 Q3	$2.61M	Buy	63,514 +6,966	+12%	+$282K	0.01%	412
2024 Q2	$2.25M	Sell	56,548 -2,419	-4%	-$96.4K	0.01%	424
2024 Q1	$2.37M	Sell	58,967 -429	-0.7%	-$17.2K	0.01%	401
2023 Q4	$2.39M	Buy	+59,396	New	+$2.3M	0.02%	379

Other funds holding XBB

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Lido Advisors's XBB Position: Q1 2026 in Review

Lido Advisors increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 23% in Q1 2026, buying an estimated $1.73M and bringing the position to 226,571 shares worth $9.22M. The position accounts for 0.03% of the portfolio, ranked #332.

Lido Advisors first reported a position in XBB in Q4 2023 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold XBB as of Q1 2026.

Lido Advisors held 226,571 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $9.22M as of Q1 2026.
Lido Advisors bought 42,003 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.73M.
BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #332 holding.
Lido Advisors first reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 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 Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.