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Farther Finance Advisors’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Farther Finance 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
2024
Q4 		– Sell
-6,442
Closed -$332K – 4011
2024
Q3 		$332K Buy
6,442
+323
+5% +$16.5K 0.01% 777
2024
Q2 		$306K Buy
6,119
+4,955
+426% +$247K 0.01% 666
2024
Q1 		$58.1K Buy
+1,164
New +$58.4K ﹤0.01% 1128

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Farther Finance Advisors's BBBS Position: Q4 2024 in Review

Farther Finance Advisors sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q4 2024, closing a stake of 6,442 shares — an estimated $332K sold.

Farther Finance Advisors first reported a position in BBBS in Q1 2024 and held it in 3 quarters. The position peaked at $332K in Q3 2024. 15 funds tracked by Wall St. Rank hold BBBS as of Q4 2024.

  • Farther Finance Advisors reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 6,442 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $332K.
  • Farther Finance Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Farther Finance Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $332K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.