AF
BBBS icon

Allworth Financial’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Allworth Financial’s Portfolio BBBS Stock Details BBBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.93K Hold
116
– – ﹤0.01% 3854
2025
Q4 		$5.97K Hold
116
– – ﹤0.01% 3603
2025
Q3 		$6K Sell
116
-159
-58% -$8.18K ﹤0.01% 3447
2025
Q2 		$14.1K Buy
+275
New +$14K ﹤0.01% 2727

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM

Allworth Financial's BBBS Position: Q1 2026 in Review

Allworth Financial held its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) position steady in Q1 2026 at 116 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3854.

Allworth Financial first reported a position in BBBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q2 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Allworth Financial held 116 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $5.93K as of Q1 2026.
  • Allworth Financial left its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3854 holding.
  • Allworth Financial first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $14.1K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.