Diversified Portfolios Inc’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Diversified Portfolios Inc’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	$1.98M	Sell	38,833 -7,595	-16%	-$388K	0.14%	76
2026 Q1	$2.37M	Buy	46,428 +8,926	+24%	+$459K	0.2%	67
2025 Q4	$1.93M	Buy	37,502 +1,512	+4%	+$78K	0.16%	72
2025 Q3	$1.86M	Buy	35,990 +4,799	+15%	+$247K	0.16%	69
2025 Q2	$1.6M	Buy	31,191 +8,348	+37%	+$425K	0.15%	70
2025 Q1	$1.17M	Buy	+22,843	New	+$1.16M	0.12%	80
2024 Q4	–	Sell	-7,780	Closed	-$401K	–	147
2024 Q3	$401K	Buy	+7,780	New	+$397K	0.05%	113

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

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

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

Diversified Portfolios Inc's BBBS Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 16% in Q2 2026, selling an estimated $388K and leaving 38,833 shares worth $1.98M. The position accounts for 0.14% of the portfolio, ranked #76.

Diversified Portfolios Inc first reported a position in BBBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2026. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Diversified Portfolios Inc held 38,833 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $1.98M as of Q2 2026.
Diversified Portfolios Inc sold 7,595 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $388K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.14% of Diversified Portfolios Inc's portfolio in Q2 2026, its #76 holding.
Diversified Portfolios Inc first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Portfolios Inc's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $2.37M in Q1 2026.
30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.