SAI
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Savvy Advisors Inc’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Savvy Advisors Inc’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 		$1.53M Buy
29,778
+12,571
+73% +$647K 0.03% 397
2026
Q1 		$885K Buy
+17,207
New +$895K 0.02% 467

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Savvy Advisors Inc's BBBI Position: Q2 2026 in Review

Savvy Advisors Inc increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 73% in Q2 2026, buying an estimated $647K and bringing the position to 29,778 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #397.

Savvy Advisors Inc first reported a position in BBBI in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • Savvy Advisors Inc held 29,778 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $1.53M as of Q2 2026.
  • Savvy Advisors Inc bought 12,571 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $647K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #397 holding.
  • Savvy Advisors Inc first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.