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

Global Retirement 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 Q2	$210K	Buy	+4,116	New	+$210K	﹤0.01%	1557
2025 Q4	$116K	Buy	2,251 +935	+71%	+$48.2K	﹤0.01%	1821
2025 Q3	$68K	Buy	1,316 +487	+59%	+$25.1K	﹤0.01%	1727
2025 Q2	$42.6K	Buy	+829	New	+$42.2K	﹤0.01%	1855
2024 Q4	$29.1K	Buy	576 +215	+60%	+$10.9K	﹤0.01%	1878
2024 Q3	$18.6K	Buy	361 +103	+40%	+$5.25K	﹤0.01%	2033
2024 Q2	$13K	Buy	258 +62	+32%	+$3.1K	﹤0.01%	2198
2024 Q1	$9.84K	Buy	+196	New	+$9.83K	﹤0.01%	2131

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

Global Retirement Partners's BBBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q2 2026: 4,116 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBBS as recently as Q4 2025.

Global Retirement Partners first reported a position in BBBS in Q1 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Global Retirement Partners held 4,116 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $210K as of Q2 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1557 holding.
Global Retirement Partners first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 8 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.