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Bondbloxx Etf Trust shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XFIV) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $478k 9.6k 49.53
2025-06-30 $472k 9.6k 49.35
2025-03-31 $469k 9.6k 49.08

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View all positions for WealthPlan Investment Management

Top funds holding Bondbloxx Etf Trust

Gradient Investments
Pineridge Advisors
Municipal Employees' Retirement System of Michigan
AE Wealth Management
Nemes Rush Group
Capital Investment Counsel
Mattson Financial Services
Royal Harbor Partners
Brown Financial Advisors
Aptus Capital Advisors
Financial Guidance Group
Janney Montgomery Scott
Paladin Wealth
Blume Capital Management
Wealthcare Advisory Partners

View all funds holding Bondbloxx Etf Trust