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

Compass Financial Group’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 		$1.96M Buy
38,315
+13,289
+53% +$678K 1.31% 20
2026
Q1 		$1.28M Buy
+25,026
New +$1.29M 0.94% 26

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 $1.15B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Compass Financial Group's BBBS Position: Q2 2026 in Review

Compass Financial Group increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 53% in Q2 2026, buying an estimated $678K and bringing the position to 38,315 shares worth $1.96M. The position accounts for 1.31% of the portfolio, ranked #20.

Compass Financial Group first reported a position in BBBS in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • Compass Financial Group held 38,315 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $1.96M as of Q2 2026.
  • Compass Financial Group bought 13,289 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $678K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.31% of Compass Financial Group's portfolio in Q2 2026, its #20 holding.
  • Compass Financial Group first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.