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Grantvest Financial Group’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Grantvest Financial Group’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
Q1 		$663K Sell
12,965
-111
-0.8% -$5.71K 0.43% 52
2025
Q4 		$673K Hold
13,076
– – 0.43% 56
2025
Q3 		$676K Buy
13,076
+488
+4% +$25.1K 0.47% 53
2025
Q2 		$647K Buy
12,588
+6,995
+125% +$356K 0.48% 49
2025
Q1 		$286K Buy
+5,593
New +$284K 0.23% 99

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $146M AUM

Grantvest Financial Group's BBBS Position: Q1 2026 in Review

Grantvest Financial Group reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 0.85% in Q1 2026, selling an estimated $5.71K and leaving 12,965 shares worth $663K. The position accounts for 0.43% of the portfolio, ranked #52.

Grantvest Financial Group first reported a position in BBBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $676K in Q3 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Grantvest Financial Group held 12,965 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $663K as of Q1 2026.
  • Grantvest Financial Group sold 111 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $5.71K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.43% of Grantvest Financial Group's portfolio in Q1 2026, its #52 holding.
  • Grantvest Financial Group first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Grantvest Financial Group's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $676K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.