Webull Launches Managed Bond Portfolios Powered by Moment

About this update from Webull Corporation

First-to-market robo-advised individual bond portfolios give retail investors access to professionally managed bond strategies through Webull Advisors, without the complexity of selecting or managing individual bonds. NEW YORK, July 27, 2026 /PRNewswire/ -- Webull (NASDAQ: BULL), an online investment platform, today announced the launch of Managed Bond Portfolios, a new offering from Webull Advisors that provides investors with access to professionally managed portfolios of individual bonds. This is the first robo-advised individual bond portfolio offering available to retail investors. Powered by Moment, Managed Bond Portfolios combine the benefits of direct bond ownership with professional portfolio management, helping investors pursue income, diversification, and capital preservation without the complexity of selecting and managing bonds on their own. Moment's infrastructure was purpose-built to make institutional fixed income accessible at scale, and now the same engine powering trading, portfolio construction, and operations for firms is helping Webull deliver that same experience to everyday investors. Managed Bond Portfolios offer a simplified way to access fixed income through a fully managed investment experience. Unlike bond funds or ETFs, individual bonds have defined maturity dates, providing greater visibility into when principal is expected to be returned. Investors benefit from direct bond ownership while Webull Advisors manages portfolio construction, monitoring, and ongoing investment decisions on their behalf. Webull is offering two strategies designed to serve different investor needs and risk profiles: "This launch marks a major step forward for Webull Advisors as we expand professional wealth management beyond what traditional robo-advisors and self-directed platforms can offer," said Sara Schwartz, CEO of Webull Advisors. "With discretionary management of individual bond portfolios, we're bringing ongoing professional oversight to fixed income strategies designed for a range of client needs, from generating income, to seeking higher yield on cash, to adding a more defensive layer to a portfolio. It's bond portfolio management that's historically been reserved for high-net-worth clients, now accessible to everyday investors." Until now, individually managed bond portfolios have largely been out of reach for most retail investors, requ...

View stock analysis, news, and events for Webull Corporation