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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.74M	Sell	53,394 -1,177	-2%	-$60.5K	1.07%	30
2025 Q1	$2.79M	Sell	54,571 -3,703	-6%	-$189K	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%	+$202K	1.66%	14
2024 Q2	$3.74M	Buy	+74,479	New	+$3.74M	1.67%	11