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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
Q2 		$29.1M Buy
570,525
+365,797
+179% +$18.7M 2.54% 13
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SSWM
Strait & Sound Wealth Management San Francisco, California $285M AUM 22.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Tanager Wealth Management's BBBS Position: Q2 2026 in Review

Tanager Wealth Management increased its BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) stake by 179% in Q2 2026, buying an estimated $18.7M and bringing the position to 570,525 shares worth $29.1M. The position accounts for 2.54% of the portfolio, ranked #13.

Tanager Wealth Management first reported a position in BBBS in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBBS as of Q2 2026.

  • Tanager Wealth Management held 570,525 shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $29.1M as of Q2 2026.
  • Tanager Wealth Management bought 365,797 BondBloxx BBB Rated 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $18.7M.
  • BondBloxx BBB Rated 1-5 Year Corporate Bond ETF made up 2.54% of Tanager Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Tanager Wealth Management first reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in Q1 2026 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 Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.