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Castleview Partners’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Castleview Partners’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 		– Sell
-8,390
Closed -$432K – 206
2025
Q4 		$432K Sell
8,390
-11,716
-58% -$604K 0.21% 106
2025
Q3 		$1.04M Buy
+20,106
New +$1.03M 0.56% 37

Other funds holding BBBS

GI
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
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
WF
Willow Financial Rogers, Arkansas $98.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $146M AUM

Castleview Partners's BBBS Position: Q1 2026 in Review

Castleview Partners sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q1 2026, closing a stake of 8,390 shares — an estimated $432K sold.

Castleview Partners first reported a position in BBBS in Q3 2025 and held it in 2 quarters. The position peaked at $1.04M in Q3 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Castleview Partners reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Castleview Partners sold 8,390 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $432K.
  • Castleview Partners first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Castleview Partners's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $1.04M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.