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Orion Portfolio Solutions’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.29M Buy
+25,197
New +$1.28M 0.01% 941

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions's BBBS Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q1 2025: 25,197 shares worth $1.29M. The stake represents 0.01% of the portfolio and ranks #941 among its holdings.

15 funds tracked by Wall St. Rank hold BBBS as of Q1 2025.

  • Orion Portfolio Solutions held 25,197 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $1.29M as of Q1 2025.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #941 holding.
  • 15 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.