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 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 $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

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWMGI

Capstone Wealth Management Group, Inc. Bend, Oregon $166M AUM

AIC

Argus Investors Counsel New York $130M AUM 37.06% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Paladin Wealth's BBBS Position: Q2 2026 in Review

Paladin Wealth increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 19% in Q2 2026, buying an estimated $380K and bringing the position to 46,514 shares worth $2.37M. The position accounts for 1.38% of the portfolio, ranked #20.

Paladin Wealth first reported a position in BBBS in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Paladin Wealth held 46,514 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $2.37M as of Q2 2026.
Paladin Wealth bought 7,446 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $380K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.38% of Paladin Wealth's portfolio in Q2 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 8 quarters since.
10 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.