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Swan Global Investments’s BondBloxx BB-Rated USD High Yield Corporate Bond ETF XBB Stock Holding History

Swan Global Investments’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 		$225K Buy
+5,500
New +$225K 0.01% 99

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Swan Global Investments's XBB Position: Q2 2026 in Review

Swan Global Investments opened a new position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) in Q2 2026: 5,500 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #99 among its holdings.

30 funds tracked by Wall St. Rank hold XBB as of Q2 2026.

  • Swan Global Investments held 5,500 shares of BondBloxx BB-Rated USD High Yield Corporate Bond ETF worth $225K as of Q2 2026.
  • BondBloxx BB-Rated USD High Yield Corporate Bond ETF was a new Swan Global Investments position in Q2 2026.
  • BondBloxx BB-Rated USD High Yield Corporate Bond ETF made up 0.01% of Swan Global Investments's portfolio in Q2 2026, its #99 holding.
  • 30 funds tracked by Wall St. Rank held BondBloxx BB-Rated USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.