Lido Advisors
XBB icon

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
Q2 		$9.76M Buy
238,106
+11,535
+5% +$472K 0.03% 351
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 $9.05B AUM 13.04% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM

Lido Advisors's XBB Position: Q2 2026 in Review

Lido Advisors increased its BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) stake by 5.1% in Q2 2026, buying an estimated $472K and bringing the position to 238,106 shares worth $9.76M. The position accounts for 0.03% of the portfolio, ranked #351.

Lido Advisors first reported a position in XBB in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold XBB as of Q2 2026.

  • Lido Advisors held 238,106 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $9.76M as of Q2 2026.
  • Lido Advisors bought 11,535 BondBloxx BB-Rated USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $472K.
  • BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #351 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 11 quarters since.
  • 30 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.