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

HighTower Advisors’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	$1.06M	Buy	20,800 +5,900	+40%	+$301K	﹤0.01%	2205
2026 Q1	$762K	Buy	+14,900	New	+$766K	﹤0.01%	2383

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

HighTower Advisors's BBBS Position: Q2 2026 in Review

HighTower Advisors increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 40% in Q2 2026, buying an estimated $301K and bringing the position to 20,800 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

HighTower Advisors first reported a position in BBBS in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

HighTower Advisors held 20,800 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $1.06M as of Q2 2026.
HighTower Advisors bought 5,900 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $301K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2205 holding.
HighTower Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.