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Bondbloxx-Bb Rated USD HY CB (XBB)

CUSIP: 09789C705 | NYSE | 45 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Atwood & Palmer Inc523,438
1.1% of portfolio›$20.7M
Lido Advisors, LLC261,997
0.0% of portfolio›$10.4M
MGO One Seven LLC203,142
0.1% of portfolio›$8.0M
IFP Advisors, Inc89,088
0.1% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC89,012
0.0% of portfolio›$3.5M
Partners Wealth Management, LLC18,646
0.1% of portfolio›$736.8K
CGN Advisors LLC17,811
0.1% of portfolio›$703.8K
Sage Rhino Capital LLC6,308
0.0% of portfolio›$249.3K
GK Wealth Management LLC1,639
0.0% of portfolio›$64.8K
Archer Investment Corp1,192
0.0% of portfolio›$47.1K
Nemes Rush Group LLC703
0.0% of portfolio›$27.8K
StyleTurnoverLocationFiled
Atwood & Palmer Inc
523,438$20.7M1.1%CoreVery LowKansas City, MO2026-10-08
Lido Advisors, LLC
261,997$10.4M0.0%GrowthLowLos Angeles, CA2026-11-04
MGO One Seven LLC
203,142$8.0M0.1%GrowthLowBeachwood, OH2026-10-28
IFP Advisors, Inc
89,088$3.5M0.1%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
89,012$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Partners Wealth Management, LLC
18,646$736.8K0.1%CoreLowCarmel By The Sea, CA2026-10-28
CGN Advisors LLC
17,811$703.8K0.1%ETFLowManhattan, KS2026-10-21
Sage Rhino Capital LLC
6,308$249.3K0.0%ETFLowMenlo Park, CA2026-10-28
GK Wealth Management LLC
1,639$64.8K0.0%GARPVery HighReno, NV2026-10-09
Archer Investment Corp
1,192$47.1K0.0%CoreMediumCarmel, IN2026-11-05
Nemes Rush Group LLC
703$27.8K0.0%CoreVery LowNovi, MI2026-11-04