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 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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

CWMGI

Capstone Wealth Management Group, Inc. Bend, Oregon $166M AUM

AIC

Argus Investors Counsel New York $130M AUM 37.06% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gradient Investments's BBBS Position: Q2 2026 in Review

Gradient Investments reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 3.5% in Q2 2026, selling an estimated $1.96M and leaving 1,066,185 shares worth $54.4M. The position accounts for 0.75% of the portfolio, ranked #35.

Gradient Investments first reported a position in BBBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $56.5M in Q1 2026. 10 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Gradient Investments held 1,066,185 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $54.4M as of Q2 2026.
Gradient Investments sold 38,383 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.96M.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.75% of Gradient Investments's portfolio in Q2 2026, its #35 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 9 quarters since.
Gradient Investments's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $56.5M in Q1 2026.
10 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.