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

Lido 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	$6.59M	Sell	129,097 -461	-0.4%	-$23.5K	0.02%	439
2026 Q1	$6.63M	Buy	+129,558	New	+$6.66M	0.02%	400
2025 Q4	–	Sell	-124,591	Closed	-$6.44M	–	1927
2025 Q3	$6.44M	Buy	+124,591	New	+$6.41M	0.02%	382

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

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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Lido Advisors's BBBS Position: Q2 2026 in Review

Lido Advisors reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 0.36% in Q2 2026, selling an estimated $23.5K and leaving 129,097 shares worth $6.59M. The position accounts for 0.02% of the portfolio, ranked #439.

Lido Advisors first reported a position in BBBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.63M in Q1 2026. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Lido Advisors held 129,097 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $6.59M as of Q2 2026.
Lido Advisors sold 461 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $23.5K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #439 holding.
Lido Advisors first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Lido Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $6.63M in Q1 2026.
30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.