Webull Launches Managed Bond Portfolios Powered by Moment

Rhea-AI Summary

Webull (NASDAQ: BULL) launched Managed Bond Portfolios, a robo-advised offering from Webull Advisors that provides professionally managed portfolios of individual bonds to U.S. retail investors, powered by Moment’s fixed income infrastructure.

The service offers two discretionary strategies: Enhanced Cash, investing in U.S. Treasuries up to two-year maturities with a $500 minimum and 0.15% annual fee, and High Income, targeting 6%+ annualized income using investment-grade and high-yield bonds with a $2,000 minimum and 0.30% annual fee. According to Webull, this structure brings individually managed bond portfolios, historically requiring $250,000+ and 0.50%–1.00% fees, to smaller accounts, enabling direct bond ownership, defined maturities, and professional oversight within a fully managed, income-oriented fixed income solution.

Positive

• Enhanced Cash strategy minimum $500, 0.15% annual advisory fee
• High Income strategy minimum $2,000, 0.30% annual advisory fee
• Targets 6%+ annualized income over time in High Income portfolio
• Historically managed bond portfolios required $250,000+ minimums
• Historical fee range cited at 0.50%–1.00% vs lower Webull fees

Negative

• None.

News Explained

The key structural detail is that Managed Bond Portfolios are discretionary accounts: Webull Advisors makes ongoing investment decisions within the selected strategy, while investors do not choose individual bonds directly.

Market Context

Insider context recorded Net Selling in the past 90 days, adding a governance datapoint to this mana...

Analysis

Insider context recorded Net Selling in the past 90 days, adding a governance datapoint to this managed-bond launch. Investors can watch adoption and fee economics, while fixed-income performance and discretionary management remain relevant risks.

Key Figures

Enhanced Cash maturity: up to two years Enhanced Cash minimum investment: $500 Enhanced Cash annual fee: 15 basis points +5 more

8 metrics

Enhanced Cash maturity up to two years U.S. Treasury securities strategy

Enhanced Cash minimum investment $500 Managed Bond Portfolios

Enhanced Cash annual fee 15 basis points Managed Bond Portfolios

High Income objective 6%+ annualized income High Income strategy

High Income minimum investment $2,000 Managed Bond Portfolios

High Income annual fee 30 basis points Managed Bond Portfolios

Traditional portfolio minimum $250,000 or more Historically managed bond portfolios

Traditional annual management fees 0.50% to 1.00% Historically managed bond portfolios

Historical Context

5 past events · Latest: Jul 21 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jul 21	paper trading expansion	Positive	+6.0%	Expanded simulated trading across crypto, futures, bonds, and event contracts.
Jul 15	operating data report	Positive	-2.2%	Reported user, asset, deposit, and trading activity metrics for June 2026.
Jul 7	institutional platform launch	Positive	+0.8%	Launched infrastructure services for brokers, hedge funds, advisors, and financial institutions.
Jul 1	AI advisor launch	Positive	+10.1%	Introduced an AI-powered portfolio advisor and previewed additional wealth-management products.
Jun 30	acquisition agreement	Positive	-3.4%	Signed an agreement to acquire Thai investment services firm Pi Securities.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news history showed three positive announcements with aligned reactions and two with divergent reactions.

Key Terms

robo-advised, basis point, fixed income, investment-grade, +1 more

5 terms

robo-advised financial

"First-to-market robo-advised individual bond portfolios give retail investors access"

An account or portfolio described as robo-advised is managed primarily by automated software that uses algorithms to build, allocate and periodically rebalance investments based on a client’s inputs (such as risk tolerance, time horizon and goals). Think of it as a digital financial assistant that follows programmed rules instead of a human planner; for investors, that affects how decisions are made, the level of human oversight, the fees charged and the speed or consistency of portfolio changes.

basis point financial

"Minimum investment of $500 with a 15-basis point annual fee."

A basis point is a unit equal to one one‑hundredth of a percent (0.01%), used to describe very small changes in interest rates, bond yields, fees or other percentage figures. Think of it like a single dollar change on $10,000: tiny by itself but meaningful when applied to large sums or repeated over time, so investors use basis points to track and compare small but financially significant moves precisely.

View in glossary

fixed income financial

"Moment's infrastructure was purpose-built to make institutional fixed income accessible"

Fixed income is a type of investment where you lend money to an entity — like a government, city, or company — in exchange for regular, scheduled interest payments and return of your principal at a set date. Think of it like lending a friend cash with an agreed payment plan: it typically provides steadier, more predictable income and less price swings than stocks, making it useful for income generation, capital preservation, and balancing risk in a portfolio.

View in glossary

investment-grade financial

"Invests across investment-grade and high-yield bonds"

Investment-grade describes bonds or other debt judged by credit agencies to have relatively low risk of failing to make promised interest and principal payments; think of it as a lender's report card showing financial stability. It matters to investors because these securities usually pay lower yields but reduce the chance of loss, affect portfolio risk and credit exposure, and influence how cheaply an issuer can borrow—similar to choosing a reliable car with lower repair risk over a cheaper, uncertain one.

discretionary account financial

"The offering is available exclusively to U.S. investors and is structured as a discretionary account"

An account in which the account holder gives a broker or advisor authority to buy and sell securities on their behalf without asking for permission for each trade. Like handing someone the keys to your car to run errands, it lets a professional act quickly and make ongoing decisions for you; this matters to investors because it changes who controls trade timing, affects fees and tax reporting, and shifts responsibility for execution and record-keeping.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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:

• Enhanced Cash: Invests in U.S. Treasury securities with maturities of up to two years and is designed to provide higher yield potential than traditional cash or money market alternatives while maintaining relatively low volatility. Minimum investment of $500 with a 15-basis point annual fee.
• High Income: Invests across investment-grade and high-yield bonds with the objective of generating 6%+ annualized income over time, providing diversified exposure to fixed income markets that can perform differently from equities during periods of market volatility. Minimum investment of $2,000 with a 30-basis point annual fee.

"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, requiring minimums of $250,000 or more and annual management fees of 0.50% to 1.00%. Managed Bond Portfolios bring that experience to a significantly broader audience at a fraction of the traditional cost.

"Robo-advised platforms emerged almost 20 years ago, but until now the technology has been applied almost exclusively to ETF portfolios and, more recently, direct indexing. With today's launch, that has changed," said Matt Peterson, Head of Fixed Income at Webull. "Over the last 5 years the bond market has seen dramatic structural and technological improvements that have led to a material shift toward individual bond ownership. However, many retail investors still don't have the time, knowledge, or desire to build these portfolios on their own. Our Managed Bond Portfolios solve that, making professional bond portfolio management practical at account sizes that would have been impossible to serve economically just a few years ago."

"For most people, a professionally managed bond portfolio has never been an option - it's always been locked inside systems built for the wealthiest investors," said Ammer Soliman, COO and Co-Founder of Moment. "We built Moment to make that infrastructure deliverable at any scale. What Webull is launching today puts the same portfolio construction engine used by firms managing trillions of dollars to work for investors starting at $500."

The offering is available exclusively to U.S. investors and is structured as a discretionary account, meaning Webull Advisors, leveraging Moment's fixed income infrastructure, makes ongoing investment decisions on behalf of clients within the selected strategy. Investors do not select individual bonds directly.

Managed Bond Portfolios represent the latest expansion of Webull's wealth management capabilities and reflect the company's broader commitment to increasing access to professional-grade investment tools across asset classes. The offering enables investors to complement active trading strategies with income-oriented fixed-income solutions designed for longer-term portfolio objectives.

To learn more about Webull Advisors and its offerings, visit https://www.webull.com/trading-investing/webull-advisors.

About Webull US 

Webull is a leading online investment platform built on next-generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Webull's customers can access low-cost trading across a wide range of assets and tools, including securities, options, digital assets, and futures, along with wealth management services, and AI technologies, for an elevated trading experience. The Webull platform also supports other financial firms, including brokers, hedge funds, advisors, fintechs, and financial institutions. All investing is subject to risk, including the possible loss of principal. Customers should carefully consider all risks associated with any investment, including the risks set forth in the disclosure documents linked below, and consult with financial professionals and other advisors before making any investment. Please visit http://www.webull.com/disclosures to read the applicable disclosure documents. For more information about Webull, visit www.webull.com. 

Disclaimer: Securities and options trading is provided by Webull Financial LLC, which is registered as a broker-dealer with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Investing in securities and options involve unique risks that are not suitable for all investors. AI technologies (like Vega and Vega Analyst) are provided for informational and educational purposes only, and do not provide investment advice, recommendations, or endorsements. Outputs may contain errors for which Webull makes no guarantees of accuracy, completeness, or reliability. 

About Webull Corporation 

Webull Corporation (NASDAQ: BULL) owns and operates Webull, a leading digital investment platform built on next-generation global infrastructure and AI technologies. Through its global network of licensed brokerages, Webull offers investment services in 16 markets across North America, Asia Pacific, Europe, Africa, and Latin America. Webull serves more than 28 million registered users globally, providing retail and institutional investors with 24/7 access to global financial markets. Users can put investment strategies to work by trading global stocks, ETFs, options, futures, fractional shares, and digital assets through Webull's trading platform, which seamlessly integrates market data and information, its user community, and investor education resources. Learn more at www.webullcorp.com.

About Moment

Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs. Moment works with firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors. Founded by former quants and traders from Citadel Securities, Moment is headquartered in New York City. Moment is backed by investors including Andreessen Horowitz, Index Ventures, and Lightspeed Venture Partners. Learn more at moment.com.

Webull Media Contact

Nicholas Koulermos
Webull@5WPR.com
(212) 999 - 5585

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SOURCE Webull Advisors LLC

FAQ

What did Webull (NASDAQ: BULL) announce about Managed Bond Portfolios on July 27, 2026?

Webull announced Managed Bond Portfolios, a robo-advised service offering professionally managed individual bond portfolios for U.S. retail investors. According to Webull, the portfolios are powered by Moment’s fixed income infrastructure and provide a fully discretionary fixed income solution with direct bond ownership and defined maturities.

What are the minimum investment amounts and fees for Webull’s Managed Bond Portfolios (BULL)?

Webull’s Enhanced Cash strategy requires a $500 minimum and 0.15% annual fee, while High Income requires $2,000 and 0.30% annually. According to Webull, these discretionary accounts give smaller investors access to professionally managed individual bond portfolios previously associated with much higher account minimums.

How do Webull’s Managed Bond Portfolios differ from bond funds or ETFs for BULL investors?

Managed Bond Portfolios invest in individual bonds, which have defined maturity dates that clarify when principal is expected to be returned. According to Webull, investors gain direct bond ownership while Webull Advisors manages construction, monitoring, and ongoing decisions, unlike typical bond funds or ETFs.

What strategies are available in Webull’s Managed Bond Portfolios and what are their objectives?

Webull offers Enhanced Cash and High Income strategies within its Managed Bond Portfolios. According to Webull, Enhanced Cash uses short-term U.S. Treasuries for higher yield potential on cash, while High Income seeks to generate 6%+ annualized income via diversified investment-grade and high-yield bond exposure.

Who can access Webull’s Managed Bond Portfolios and how are investment decisions made?

The Managed Bond Portfolios are available exclusively to U.S. investors through discretionary accounts. According to Webull, Webull Advisors makes ongoing investment decisions within the chosen strategy, leveraging Moment’s fixed income infrastructure, and investors do not select individual bonds directly in these portfolios.

How does Webull claim its Managed Bond Portfolios improve access to professional bond management for smaller accounts?

Webull states that individually managed bond portfolios have typically required $250,000+ minimums and 0.50%–1.00% fees. According to Webull, its Managed Bond Portfolios reduce minimums to $500 or $2,000 with lower advisory fees, broadening access to professional-grade fixed income management.