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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
Q2 		– Sell
-5,703
Closed -$292K – 517
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

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MFS
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SAFS
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BFA
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Evergreen Wealth Solutions's BBBS Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q2 2026, closing a stake of 5,703 shares — an estimated $292K sold.

Evergreen Wealth Solutions first reported a position in BBBS in Q4 2025 and held it in 2 quarters. The position peaked at $296K in Q4 2025. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining BondBloxx BBB Rated 1-5 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 5,703 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $292K.
  • Evergreen Wealth Solutions first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • 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 Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.