UBS Group
BBBI icon

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

UBS 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
Q3 		– Sell
-90
Closed -$4.64K – 10332
2025
Q2 		$4.64K Buy
+90
New +$4.54K ﹤0.01% 9249
2025
Q1 		– Sell
-103
Closed -$5.15K – 10224
2024
Q4 		$5.15K Buy
+103
New +$5.24K ﹤0.01% 8691
2024
Q3 		– Sell
-500
Closed -$24.9K – 9501
2024
Q2 		$24.9K Buy
+500
New +$24.8K ﹤0.01% 7157

Other funds holding BBBI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

UBS Group's BBBI Position: Q3 2025 in Review

UBS Group sold out of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q3 2025, closing a stake of 90 shares — an estimated $4.64K sold.

UBS Group first reported a position in BBBI in Q2 2024 and held it in 3 quarters. The position peaked at $24.9K in Q2 2024. 12 funds tracked by Wall St. Rank hold BBBI as of Q3 2025.

  • UBS Group reported no remaining BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 90 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $4.64K.
  • UBS Group first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's BondBloxx BBB Rated 5-10 Year Corporate Bond ETF position peaked at $24.9K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.