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 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 $1.03B AUM 16.43% 1-Year Est. Return

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

Willow Financial Rogers, Arkansas $98.7M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $146M AUM

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Brown Financial Advisors's BBBS Position: Q1 2026 in Review

Brown Financial Advisors increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 31% in Q1 2026, buying an estimated $891K and bringing the position to 73,575 shares worth $3.76M. The position accounts for 1.43% of the portfolio, ranked #16.

Brown Financial Advisors first reported a position in BBBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.04M in Q3 2024. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

Brown Financial Advisors held 73,575 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $3.76M as of Q1 2026.
Brown Financial Advisors bought 17,314 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $891K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.43% of Brown Financial Advisors's portfolio in Q1 2026, its #16 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 8 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 Q1 2026.

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