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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
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

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
Royal Bank of Canada
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MONECO Advisors's BBBS Position: Q2 2026 in Review

MONECO Advisors increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 29% in Q2 2026, buying an estimated $152K and bringing the position to 13,306 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #320.

MONECO Advisors first reported a position in BBBS in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • MONECO Advisors held 13,306 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $679K as of Q2 2026.
  • MONECO Advisors bought 2,975 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $152K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #320 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 3 quarters since.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.