MONECO Advisors
BBBS icon

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

MONECO 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 		$624K Sell
12,519
-787
-6% -$39.8K 0.04% 344
2026
Q2 		$679K Buy
13,306
+2,975
+29% +$152K 0.04% 320
2026
Q1 		$528K Buy
10,331
+810
+9% +$41.7K 0.04% 299
2025
Q4 		$490K Buy
+9,521
New +$491K 0.04% 306

Other funds holding BBBS

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Willow Financial
Willow Financial Rogers, Arkansas $105M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
S&A Financial Services
S&A Financial Services Overland Park, Kansas $162M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

MONECO Advisors's BBBS Position: Q3 2026 in Review

MONECO Advisors reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 5.9% in Q3 2026, selling an estimated $39.8K and leaving 12,519 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #344.

MONECO Advisors first reported a position in BBBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $679K in Q2 2026. 29 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

  • MONECO Advisors held 12,519 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $624K as of Q3 2026.
  • MONECO Advisors sold 787 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $39.8K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.04% of MONECO Advisors's portfolio in Q3 2026, its #344 holding.
  • MONECO 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.
  • MONECO Advisors's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $679K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.