Gradient Investments’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Gradient Investments’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 Q3	$48.4M	Sell	969,777 -96,408	-9%	-$4.88M	0.69%	37
2026 Q2	$54.4M	Sell	1,066,185 -38,383	-3%	-$1.96M	0.75%	35
2026 Q1	$56.5M	Buy	1,104,568 +172,364	+18%	+$8.87M	0.88%	27
2025 Q4	$48M	Buy	932,204 +94,304	+11%	+$4.86M	0.76%	33
2025 Q3	$43.3M	Buy	837,900 +53,728	+7%	+$2.76M	0.72%	39
2025 Q2	$40.3M	Buy	784,172 +42,190	+6%	+$2.15M	0.74%	37
2025 Q1	$37.9M	Sell	741,982 -36,344	-5%	-$1.84M	0.76%	41
2024 Q4	$39.3M	Sell	778,326 -279,828	-26%	-$14.2M	0.8%	34
2024 Q3	$54.5M	Buy	1,058,154 +221,338	+26%	+$11.3M	1.14%	24
2024 Q2	$42.1M	Buy	+836,816	New	+$41.8M	0.94%	25

Other funds holding BBBS

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Gradient Investments's BBBS Position: Q3 2026 in Review

Gradient Investments reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 9% in Q3 2026, selling an estimated $4.88M and leaving 969,777 shares worth $48.4M. The position accounts for 0.69% of the portfolio, ranked #37.

Gradient Investments first reported a position in BBBS in Q2 2024 and has held it in 10 quarters since. The position peaked at $56.5M in Q1 2026. 11 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

Gradient Investments held 969,777 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $48.4M as of Q3 2026.
Gradient Investments sold 96,408 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $4.88M.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.69% of Gradient Investments's portfolio in Q3 2026, its #37 holding.
Gradient Investments first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Gradient Investments's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $56.5M in Q1 2026.
11 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.