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

UBS Group’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 Q3	$1.7K	Buy	+34	New	+$1.72K	﹤0.01%	10188
2025 Q3	–	Sell	-100	Closed	-$5.14K	–	10334
2025 Q2	$5.14K	Buy	+100	New	+$5.09K	﹤0.01%	9205
2025 Q1	–	Sell	-124	Closed	-$6.26K	–	10227
2024 Q4	$6.26K	Buy	+124	New	+$6.3K	﹤0.01%	8575
2024 Q3	–	Sell	-244	Closed	-$12.3K	–	9502
2024 Q2	$12.3K	Buy	244 +241	+8,033%	+$12K	﹤0.01%	7606
2024 Q1	$151	Buy	+3	New	+$150	﹤0.01%	8774

Other funds holding BBBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Willow Financial Rogers, Arkansas $105M AUM

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

UBS Group's BBBS Position: Q3 2026 in Review

UBS Group opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q3 2026: 34 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #10188 among its holdings. This is a return to the name: UBS Group previously reported a position in BBBS as recently as Q2 2025.

UBS Group first reported a position in BBBS in Q1 2024 and has held it in 5 quarters since. The position peaked at $12.3K in Q2 2024. 26 funds tracked by Wall St. Rank hold BBBS as of Q3 2026.

UBS Group held 34 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $1.7K as of Q3 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new UBS Group position in Q3 2026.
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10188 holding.
UBS Group first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
UBS Group's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $12.3K in Q2 2024.
26 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.