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

Brown 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
2026 Q2	$2.78M	Sell	54,449 -19,126	-26%	-$976K	0.97%	30
2026 Q1	$3.76M	Buy	73,575 +17,314	+31%	+$891K	1.43%	16
2025 Q4	$2.9M	Buy	56,261 +409	+0.7%	+$21.1K	1.06%	27
2025 Q3	$2.89M	Buy	55,852 +2,458	+5%	+$126K	1.07%	28
2025 Q2	$2.74M	Sell	53,394 -1,177	-2%	-$59.9K	1.07%	30
2025 Q1	$2.79M	Sell	54,571 -3,703	-6%	-$188K	1.15%	28
2024 Q4	$2.94M	Sell	58,274 -20,119	-26%	-$1.02M	1.18%	24
2024 Q3	$4.04M	Buy	78,393 +3,914	+5%	+$199K	1.66%	14
2024 Q2	$3.74M	Buy	+74,479	New	+$3.72M	1.67%	11

Other funds holding BBBS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Brown Financial Advisors's BBBS Position: Q2 2026 in Review

Brown Financial Advisors reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 26% in Q2 2026, selling an estimated $976K and leaving 54,449 shares worth $2.78M. The position accounts for 0.97% of the portfolio, ranked #30.

Brown Financial Advisors first reported a position in BBBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q3 2024. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Brown Financial Advisors held 54,449 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.78M as of Q2 2026.
Brown Financial Advisors sold 19,126 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $976K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.97% of Brown Financial Advisors's portfolio in Q2 2026, its #30 holding.
Brown Financial Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $4.04M in Q3 2024.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.