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
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 $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM

Savvy Advisors Inc's BBBI Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q1 2026: 17,207 shares worth $885K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

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

  • Savvy Advisors Inc held 17,207 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $885K as of Q1 2026.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new Savvy Advisors Inc position in Q1 2026.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #467 holding.
  • 22 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.