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 Q2	$662K	Hold	12,965	–	–	0.38%	62
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

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

Grantvest Financial Group's BBBS Position: Q2 2026 in Review

Grantvest Financial Group held its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) position steady in Q2 2026 at 12,965 shares worth $662K. The position accounts for 0.38% of the portfolio, ranked #62.

Grantvest Financial Group first reported a position in BBBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $676K in Q3 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Grantvest Financial Group held 12,965 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $662K as of Q2 2026.
Grantvest Financial Group left its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF share count unchanged in Q2 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.38% of Grantvest Financial Group's portfolio in Q2 2026, its #62 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 6 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 Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.