Strait & Sound Wealth Management’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Strait & Sound Wealth Management’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	$6.2M	Buy	121,143 +12,222	+11%	+$629K	2.31%	9
2025 Q4	$5.61M	Buy	108,921 +14,114	+15%	+$728K	2.09%	9
2025 Q3	$4.9M	Buy	94,807 +10,291	+12%	+$529K	1.88%	10
2025 Q2	$4.34M	Buy	84,516 +14,963	+22%	+$761K	1.85%	11
2025 Q1	$3.55M	Buy	69,553 +41,348	+147%	+$2.1M	1.65%	13
2024 Q4	$1.42M	Buy	+28,205	New	+$1.43M	0.66%	29

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Strait & Sound Wealth Management's BBBS Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 11% in Q1 2026, buying an estimated $629K and bringing the position to 121,143 shares worth $6.2M. The position accounts for 2.31% of the portfolio, ranked #9.

Strait & Sound Wealth Management first reported a position in BBBS in Q4 2024 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

Strait & Sound Wealth Management held 121,143 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $6.2M as of Q1 2026.
Strait & Sound Wealth Management bought 12,222 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $629K.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 2.31% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #9 holding.
Strait & Sound Wealth Management first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2024 and has held it in 6 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 Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.