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

Harbour 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
2024
Q4 		– Sell
-815
Closed -$42K – 3495
2024
Q3 		$42K Buy
815
+314
+63% +$16K ﹤0.01% 1749
2024
Q2 		$25.2K Buy
+501
New +$25K ﹤0.01% 1853

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Harbour Investments's BBBS Position: Q4 2024 in Review

Harbour Investments sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q4 2024, closing a stake of 815 shares — an estimated $42K sold.

Harbour Investments first reported a position in BBBS in Q2 2024 and held it in 2 quarters. The position peaked at $42K in Q3 2024. 15 funds tracked by Wall St. Rank hold BBBS as of Q4 2024.

  • Harbour Investments reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 815 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q4 2024, an estimated $42K.
  • Harbour Investments first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Harbour Investments's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $42K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.