Lido Advisors
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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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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 $164M AUM
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Lido Advisors's BBBS Position: Q1 2026 in Review

Lido Advisors opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q1 2026: 129,558 shares worth $6.63M. The stake represents 0.02% of the portfolio and ranks #400 among its holdings. This is a return to the name: Lido Advisors previously reported a position in BBBS as recently as Q3 2025.

Lido Advisors first reported a position in BBBS in Q3 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Lido Advisors held 129,558 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $6.63M as of Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Lido Advisors position in Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #400 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 2 quarters since.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.