Exchange Capital Management’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Exchange Capital Management’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
2025 Q2	$6.09M	Buy	118,577 +45,855	+63%	+$2.33M	0.91%	31
2025 Q1	$3.71M	Buy	72,722 +9,722	+15%	+$493K	0.6%	51
2024 Q4	$3.18M	Buy	+63,000	New	+$3.2M	0.51%	60

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return

BFA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

Exchange Capital Management's BBBS Position: Q2 2025 in Review

Exchange Capital Management increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 63% in Q2 2025, buying an estimated $2.33M and bringing the position to 118,577 shares worth $6.09M. The position accounts for 0.91% of the portfolio, ranked #31.

Exchange Capital Management first reported a position in BBBS in Q4 2024 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold BBBS as of Q2 2025.

Exchange Capital Management held 118,577 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $6.09M as of Q2 2025.
Exchange Capital Management bought 45,855 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2025, an estimated $2.33M.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.91% of Exchange Capital Management's portfolio in Q2 2025, its #31 holding.
Exchange Capital Management first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
24 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.