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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
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

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
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

MONECO Advisors's BBBS Position: Q1 2026 in Review

MONECO Advisors increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 8.5% in Q1 2026, buying an estimated $41.7K and bringing the position to 10,331 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #299.

MONECO Advisors first reported a position in BBBS in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • MONECO Advisors held 10,331 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $528K as of Q1 2026.
  • MONECO Advisors bought 810 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $41.7K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #299 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 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 MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.