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Bondbloxx Etf Trust shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Bondbloxx Etf Trust (PCMM) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 44k 50.57

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

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