TWM
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Tanager Wealth Management’s BondBloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS Stock Holding History

Tanager Wealth Management’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 		$10.5M Buy
+204,728
New +$10.5M 1.01% 26

Other funds holding BBBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Tanager Wealth Management's BBBS Position: Q1 2026 in Review

Tanager Wealth Management opened a new position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) in Q1 2026: 204,728 shares worth $10.5M. The stake represents 1.01% of the portfolio and ranks #26 among its holdings.

31 funds tracked by Wall St. Rank hold BBBS as of Q1 2026.

  • Tanager Wealth Management held 204,728 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $10.5M as of Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF was a new Tanager Wealth Management position in Q1 2026.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 1.01% of Tanager Wealth Management's portfolio in Q1 2026, its #26 holding.
  • 31 funds tracked by Wall St. Rank held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.