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Evergreen Wealth Solutions’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Evergreen Wealth Solutions’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 		$292K Sell
5,703
-51
-0.9% -$2.62K 0.02% 337
2025
Q4 		$296K Buy
+5,754
New +$297K 0.04% 171

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
WF
Willow Financial Rogers, Arkansas $98.7M AUM
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

Evergreen Wealth Solutions's BBBS Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 0.89% in Q1 2026, selling an estimated $2.62K and leaving 5,703 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #337.

Evergreen Wealth Solutions first reported a position in BBBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $296K in Q4 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Evergreen Wealth Solutions held 5,703 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $292K as of Q1 2026.
  • Evergreen Wealth Solutions sold 51 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $2.62K.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #337 holding.
  • Evergreen Wealth Solutions 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.
  • Evergreen Wealth Solutions's BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position peaked at $296K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.