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

Atlas Financial Advisors’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
2024
Q4 		$819K Buy
+16,222
New +$825K 1.28% 12

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

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

Atlas Financial Advisors opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q4 2024: 16,222 shares worth $819K. The stake represents 1.28% of the portfolio and ranks #12 among its holdings.

15 funds tracked by Wall St. Rank hold BBBS as of Q4 2024.

  • Atlas Financial Advisors held 16,222 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $819K as of Q4 2024.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Atlas Financial Advisors position in Q4 2024.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.28% of Atlas Financial Advisors's portfolio in Q4 2024, its #12 holding.
  • 15 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q4 2024.

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