Willow Financial’s BondBloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI Stock Holding History

Willow Financial’s Portfolio BBBI Stock Details BBBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.03M	Buy	+82,750	New	+$4.17M	3.83%	7

Other funds holding BBBI

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Willow Financial's BBBI Position: Q3 2026 in Review

Willow Financial opened a new position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) in Q3 2026: 82,750 shares worth $4.03M. The stake represents 3.83% of the portfolio and ranks #7 among its holdings.

15 funds tracked by Wall St. Rank hold BBBI as of Q3 2026.

Willow Financial held 82,750 shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $4.03M as of Q3 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF was a new Willow Financial position in Q3 2026.
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF made up 3.83% of Willow Financial's portfolio in Q3 2026, its #7 holding.
15 funds tracked by Wall St. Rank held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.