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Bondbloxx Etf Trust shares owned by Balance Wealth

Quarter-by-quarter ownership of Bondbloxx Etf Trust (PCMM) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 63k 50.57
2025-06-30 $2.5M 50k 50.38
2025-03-31 $687k 14k 50.88

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Bondbloxx Etf Trust

Gradient Investments
Carrera Capital Advisors
Envestnet Asset Management
CLS Investments
Wiley Bros.-aintree Capital
NewEdge Wealth
Northland Capital Management
Mattson Financial Services
Balance Wealth
Stifel Financial
Fullcircle Wealth
Goldman Sachs Group
Inspire Advisors
Signal Advisors Wealth
Lord & Richards Wealth Management

View all funds holding Bondbloxx Etf Trust