Skip to content

BBBS BONDBLOXX ETF TRUST

Follow

BBB RATED 1 5 YE (fund)

31 managers (31 13F filers) reported a position in BBBS shares at 2026-03-31, 2,365,460 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
11
Reduced
6
Sold out
10
Shares held by filers
2,365,460

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC1,104,568$56.5M0.88%+172,36413F-HRTimelineGroup
Tanager Wealth Management LLP204,728$10.5M1.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC129,558$6.63M0.03%new13F-HRTimelineGroup
Strait & Sound Wealth Management LLC121,143$6.2M2.36%+12,22213F-HRTimeline
Mattson Financial Services, LLC118,316$6.05M1.44%+12,07913F-HRTimeline
Willow Financial LLC117,064$5.99M6.07%+32,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,542$5.65M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,314$5.34M<0.01%+7,94813F-HRTimelineGroup
Brown Financial Advisors73,575$3.76M1.43%+17,31413F-HRTimeline
S&A Financial Services, Inc.60,393$3.09M2.12%13F-HRTimeline
Diversified Portfolios, Inc.46,428$2.37M0.2%+8,92613F-HRTimeline
Paladin Wealth, LLC39,068$2M1.37%+4,36513F-HRTimeline
Compass Financial Group, Inc. (Ohio)25,026$1.28M0.94%new13F-HRTimeline
HighTower Advisors, LLC14,900$762K<0.01%new13F-HRTimeline
Grantvest Financial Group LLC12,965$663K0.43%-11113F-HRTimeline
Cetera Investment Advisers12,798$655K<0.01%-1,52213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,990$613K0.38%+2,09013F-HRTimelineGroup
MONECO ADVISORS, LLC10,331$528K0.04%+81013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,116$466K0.41%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,192$368K<0.01%+70413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,580$337K<0.01%-110,92213F-HRTimelineGroup
KINTRA WEALTH, LLC5,703$292K0.02%-5113F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,073$259K0.03%new13F-HRTimeline
Advisory Services Network, LLC4,717$241K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,464$228K<0.01%-20,59213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,250$217K<0.01%-2,21113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.435$22.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP116$5.93K<0.01%013F-HRTimeline
IFP Advisors, Inc50$2.56K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49$2.51K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC8$395<0.01%013F-HRTimelineGroup