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Trivant Custom Portfolio Group’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q4 		– Sell
-65,060
Closed -$3.4M – 75
2025
Q3 		$3.4M Buy
65,060
+21
+0% +$1.09K 1.75% 18
2025
Q2 		$3.35M Sell
65,039
-371
-0.6% -$18.7K 1.84% 18
2025
Q1 		$3.33M Buy
+65,410
New +$3.3M 1.91% 19

Other funds holding BBBI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Trivant Custom Portfolio Group's BBBI Position: Q4 2025 in Review

Trivant Custom Portfolio Group sold out of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q4 2025, closing a stake of 65,060 shares — an estimated $3.4M sold.

Trivant Custom Portfolio Group first reported a position in BBBI in Q1 2025 and held it in 3 quarters. The position peaked at $3.4M in Q3 2025. 17 funds tracked by Wall St. Rank hold BBBI as of Q4 2025.

  • Trivant Custom Portfolio Group reported no remaining BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 65,060 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $3.4M.
  • Trivant Custom Portfolio Group first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Trivant Custom Portfolio Group's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $3.4M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q4 2025, filed 21 Jan 2026.