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S&A Financial Services’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

S&A Financial Services’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 		$3.17M Buy
62,030
+1,637
+3% +$83.6K 1.93% 15
2026
Q1 		$3.09M Buy
+60,393
New +$3.11M 2.12% 15

Other funds holding BBBS

GI
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

S&A Financial Services increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 2.7% in Q2 2026, buying an estimated $83.6K and bringing the position to 62,030 shares worth $3.17M. The position accounts for 1.93% of the portfolio, ranked #15.

S&A Financial Services first reported a position in BBBS in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • S&A Financial Services held 62,030 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $3.17M as of Q2 2026.
  • S&A Financial Services bought 1,637 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $83.6K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.93% of S&A Financial Services's portfolio in Q2 2026, its #15 holding.
  • S&A Financial Services first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

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