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Bondbloxx Etf Trust shares owned by ValMark Advisers

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XHLF) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $680k 14k 50.42
2025-06-30 $607k 12k 50.34
2025-03-31 $476k 9.5k 50.36
2024-12-31 $307k 6.1k 50.18

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Bondbloxx Etf Trust

Potomac Fund Management
Q3 Asset Management
Carrera Capital Advisors
Pineridge Advisors
Tanager Wealth Management
Total Investment Management
a16z Perennial Management
3EDGE Asset Management
JDM Financial Group
Bank Of Montreal
Municipal Employees' Retirement System of Michigan
Pasadena Private Wealth
Morgan Stanley
Envestnet Asset Management
Blume Capital Management

View all funds holding Bondbloxx Etf Trust