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

Paladin Wealth’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	$2.3M	Sell	46,066 -448	-1%	-$22.7K	1.24%	20
2026 Q2	$2.37M	Buy	46,514 +7,446	+19%	+$380K	1.38%	20
2026 Q1	$2M	Buy	39,068 +4,365	+13%	+$225K	1.37%	19
2025 Q4	$1.79M	Buy	34,703 +3,627	+12%	+$187K	1.22%	21
2025 Q3	$1.61M	Buy	31,076 +3,642	+13%	+$187K	1.17%	21
2025 Q2	$1.41M	Buy	27,434 +3,387	+14%	+$172K	1.1%	23
2025 Q1	$1.23M	Buy	24,047 +1,691	+8%	+$85.8K	1.1%	30
2024 Q4	$1.13M	Sell	22,356 -122	-0.5%	-$6.2K	0.98%	32
2024 Q3	$1.16M	Buy	+22,478	New	+$1.15M	1.01%	30

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capstone Wealth Management Group (Oregon) Bend, Oregon $170M AUM 29.91% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Paladin Wealth's BBBS Position: Q3 2026 in Review

Paladin Wealth reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 0.96% in Q3 2026, selling an estimated $22.7K and leaving 46,066 shares worth $2.3M. The position accounts for 1.24% of the portfolio, ranked #20.

Paladin Wealth first reported a position in BBBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q2 2026. 10 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

Paladin Wealth held 46,066 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.3M as of Q3 2026.
Paladin Wealth sold 448 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $22.7K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.24% of Paladin Wealth's portfolio in Q3 2026, its #20 holding.
Paladin Wealth first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Paladin Wealth's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $2.37M in Q2 2026.
10 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.