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 Q2	$5.71M	Buy	111,777 +7,463	+7%	+$381K	﹤0.01%	1338
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

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

SAFS

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

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Stifel Financial's BBBS Position: Q2 2026 in Review

Stifel Financial increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 7.2% in Q2 2026, buying an estimated $381K and bringing the position to 111,777 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Stifel Financial first reported a position in BBBS in Q2 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

Stifel Financial held 111,777 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $5.71M as of Q2 2026.
Stifel Financial bought 7,463 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $381K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1338 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 5 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.