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

Safe Harbor Wealth Advisors’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
2025
Q4 		$866K Buy
+16,766
New +$865K 0.84% 21

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Safe Harbor Wealth Advisors's BBBS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q4 2025: 16,766 shares worth $866K. The stake represents 0.84% of the portfolio and ranks #21 among its holdings.

34 funds tracked by Wall St. Rank hold BBBS as of Q4 2025.

  • Safe Harbor Wealth Advisors held 16,766 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $866K as of Q4 2025.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.84% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #21 holding.
  • 34 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.