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Bondbloxx Etf Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Bondbloxx Etf Trust (PCMM) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 400 50.57
2025-06-30 $20k 400 50.38

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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