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

&Partners’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 Q1	$2.15M	Buy	+41,611	New	+$2.16M	0.01%	866

Other funds holding BBBI

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

&Partners's BBBI Position: Q1 2026 in Review

&Partners opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q1 2026: 41,611 shares worth $2.15M. The stake represents 0.01% of the portfolio and ranks #866 among its holdings.

22 funds tracked by Wall St. Rank hold BBBI as of Q1 2026.

&Partners held 41,611 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $2.15M as of Q1 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new &Partners position in Q1 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #866 holding.
22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.