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Atlas Financial Advisors’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Atlas Financial Advisors’s Portfolio BBBI Stock Details BBBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.39M Buy
+27,725
New +$1.41M 2.17% 9

Other funds holding BBBI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Financial Advisors's BBBI Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q4 2024: 27,725 shares worth $1.39M. The stake represents 2.17% of the portfolio and ranks #9 among its holdings.

7 funds tracked by Wall St. Rank hold BBBI as of Q4 2024.

  • Atlas Financial Advisors held 27,725 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $1.39M as of Q4 2024.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new Atlas Financial Advisors position in Q4 2024.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 2.17% of Atlas Financial Advisors's portfolio in Q4 2024, its #9 holding.
  • 7 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.