UBS Group
BBBS icon

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Lido Advisors
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
Stifel Financial
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

UBS Group's BBBS Position: Q3 2025 in Review

UBS Group sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q3 2025, closing a stake of 100 shares — an estimated $5.14K sold.

UBS Group first reported a position in BBBS in Q1 2024 and held it in 4 quarters. The position peaked at $12.3K in Q2 2024. 26 funds tracked by Wall St. Rank hold BBBS as of Q3 2025.

  • UBS Group reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 100 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $5.14K.
  • UBS Group first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • 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 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.