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

Partners Wealth Management’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	$311K	Buy	+6,233	New	+$315K	0.03%	372

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Willow Financial Rogers, Arkansas $105M AUM

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CFG

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

S&A Financial Services Overland Park, Kansas $162M AUM

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

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Partners Wealth Management's BBBS Position: Q3 2026 in Review

Partners Wealth Management opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q3 2026: 6,233 shares worth $311K. The stake represents 0.03% of the portfolio and ranks #372 among its holdings.

29 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

Partners Wealth Management held 6,233 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $311K as of Q3 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Partners Wealth Management position in Q3 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.03% of Partners Wealth Management's portfolio in Q3 2026, its #372 holding.
29 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.