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

IFP 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
Q1 		$2.56K Hold
50
– – ﹤0.01% 3862
2025
Q4 		$2.57K Buy
+50
New +$2.58K ﹤0.01% 3738

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

IFP Advisors's BBBS Position: Q1 2026 in Review

IFP Advisors held its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) position steady in Q1 2026 at 50 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

IFP Advisors first reported a position in BBBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.57K in Q4 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • IFP Advisors held 50 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.56K as of Q1 2026.
  • IFP Advisors left its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3862 holding.
  • IFP Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • IFP Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $2.57K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.