BBBL β€” BONDBLOXX ETF TRUST

Ownership history in AE Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported BONDBLOXX ETF TRUST (BBBL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. The latest visible filing shows BBBL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in BONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBBL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AE Wealth Management LLC held BBBL β€” position size vs. price
% of Fund (quarterly)    BBBL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 341 -520 -60.4% 0.00% $16K 2026-02-14 (Est.) $48.81
2025 Q3 INITIATED 861 β€” β€” 0.00% $43K 2025-11-03 $47.68

🏒 Other funds also holding BBBL

As of 2025 Q4 β€” sorted by position size

JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About AE Wealth Management LLC and BBBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning BBBL?

AE Wealth Management LLC reported BBBL across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BBBL position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for BBBL was 0.00% in 2025 Q3.

What is the latest reported BBBL position on this page?

The most recent filing on this page is 2025 Q4, when AE Wealth Management LLC reported 341 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this BBBL ownership page compare?

The chart compares AE Wealth Management LLC's quarterly BBBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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