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S&A Financial Services’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

S&A Financial Services’s Portfolio BBBI Stock Details BBBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Buy
15,623
+11,049
+242% +$568K 0.49% 42
2026
Q1 		$235K Buy
+4,574
New +$238K 0.16% 80

Other funds holding BBBI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

S&A Financial Services's BBBI Position: Q2 2026 in Review

S&A Financial Services increased its BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) stake by 242% in Q2 2026, buying an estimated $568K and bringing the position to 15,623 shares worth $803K. The position accounts for 0.49% of the portfolio, ranked #42.

S&A Financial Services first reported a position in BBBI in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold BBBI as of Q2 2026.

  • S&A Financial Services held 15,623 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $803K as of Q2 2026.
  • S&A Financial Services bought 11,049 BondBloxx BBB Rated 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $568K.
  • BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 0.49% of S&A Financial Services's portfolio in Q2 2026, its #42 holding.
  • S&A Financial Services first reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.