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Capstone Wealth Management Group (Oregon)’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q2 		$653K Buy
12,790
+800
+7% +$40.8K 0.39% 58
2026
Q1 		$613K Buy
11,990
+2,090
+21% +$108K 0.38% 57
2025
Q4 		$510K Buy
+9,900
New +$511K 0.31% 66

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Capstone Wealth Management Group (Oregon)'s BBBS Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 6.7% in Q2 2026, buying an estimated $40.8K and bringing the position to 12,790 shares worth $653K. The position accounts for 0.39% of the portfolio, ranked #58.

Capstone Wealth Management Group (Oregon) first reported a position in BBBS in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 12,790 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $653K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 800 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $40.8K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.39% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #58 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.