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

Willow 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
Q1 		$5.99M Buy
117,064
+32,658
+39% +$1.68M 6.07% 7
2025
Q4 		$4.35M Buy
+84,406
New +$4.35M 4.42% 9

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SAFS
S&A Financial Services Overland Park, Kansas $146M AUM
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Willow Financial's BBBS Position: Q1 2026 in Review

Willow Financial increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 39% in Q1 2026, buying an estimated $1.68M and bringing the position to 117,064 shares worth $5.99M. The position accounts for 6.07% of the portfolio, ranked #7.

Willow Financial first reported a position in BBBS in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Willow Financial held 117,064 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $5.99M as of Q1 2026.
  • Willow Financial bought 32,658 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.68M.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 6.07% of Willow Financial's portfolio in Q1 2026, its #7 holding.
  • Willow Financial first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 2 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 Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.