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 Q3	$2.49K	Hold	50	–	–	﹤0.01%	4124
2026 Q2	$2.55K	Hold	50	–	–	﹤0.01%	4125
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

IFP Advisors's BBBS Position: Q3 2026 in Review

IFP Advisors held its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) position steady in Q3 2026 at 50 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4124.

IFP Advisors first reported a position in BBBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.57K in Q4 2025. 9 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

IFP Advisors held 50 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.49K as of Q3 2026.
IFP Advisors left its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF share count unchanged in Q3 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4124 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 4 quarters since.
IFP Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $2.57K in Q4 2025.
9 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.