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Bondbloxx Etf Trust shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XONE) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 4.3k 49.66
2025-06-30 $212k 4.3k 49.63
2025-03-31 $213k 4.3k 49.72
2024-12-31 $212k 4.3k 49.54
2024-09-30 $214k 4.3k 49.94
2024-06-30 $205k 4.1k 49.53
2024-03-31 $206k 4.1k 49.63

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Bondbloxx Etf Trust

Municipal Employees' Retirement System of Michigan
AE Wealth Management
Colony
Smith, Moore & Co.
Access Financial Services
Morgan Stanley
Tanager Wealth Management
Buck Wealth Strategies
Cetera Investment Advisers
H D Vest Advisory Services
Legacy CG
Nemes Rush Group
CLS Investments
Financial Guidance Group
Aptus Capital Advisors

View all funds holding Bondbloxx Etf Trust