Stifel Financial’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Stifel Financial’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 Q1	$5.34M	Buy	104,314 +7,948	+8%	+$409K	﹤0.01%	1312
2025 Q4	$4.96M	Buy	96,366 +11,841	+14%	+$611K	﹤0.01%	1343
2025 Q3	$4.37M	Buy	84,525 +66,936	+381%	+$3.44M	﹤0.01%	1379
2025 Q2	$904K	Buy	+17,589	New	+$895K	﹤0.01%	2395

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SSWM

Strait & Sound Wealth Management San Francisco, California $269M AUM 22.03% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Willow Financial Rogers, Arkansas $98.7M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

SAFS

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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Stifel Financial's BBBS Position: Q1 2026 in Review

Stifel Financial increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 8.2% in Q1 2026, buying an estimated $409K and bringing the position to 104,314 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Stifel Financial first reported a position in BBBS in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

Stifel Financial held 104,314 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $5.34M as of Q1 2026.
Stifel Financial bought 7,948 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $409K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1312 holding.
Stifel Financial first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.