Osaic Holdings
BBBS icon

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

Osaic Holdings’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 		$14.7K Sell
288
-147
-34% -$7.5K ﹤0.01% 6383
2026
Q1 		$22.2K Hold
435
– – ﹤0.01% 5781
2025
Q4 		$22.4K Buy
435
+147
+51% +$7.58K ﹤0.01% 5809
2025
Q3 		$14.9K Buy
+288
New +$14.8K ﹤0.01% 6123
2024
Q4 		– Sell
-240
Closed -$12.3K – 7414
2024
Q3 		$12.3K Buy
+240
New +$12.2K ﹤0.01% 5682

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Royal Bank of Canada
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SSWM
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Lido Advisors
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Stifel Financial
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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

Osaic Holdings's BBBS Position: Q2 2026 in Review

Osaic Holdings reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 34% in Q2 2026, selling an estimated $7.5K and leaving 288 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6383.

Osaic Holdings first reported a position in BBBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $22.4K in Q4 2025. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • Osaic Holdings held 288 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $14.7K as of Q2 2026.
  • Osaic Holdings sold 147 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $7.5K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6383 holding.
  • Osaic Holdings first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Osaic Holdings's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $22.4K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.