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Bondbloxx Etf Trust shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XTEN) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $989k 21k 46.63
2025-06-30 $921k 20k 46.16
2025-03-31 $392k 8.4k 46.57

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Bondbloxx Etf Trust

Resources Investment Advisors
Jpmorgan Chase & Co
Prime Capital Investment Advisors
Envestnet Asset Management
Gradient Investments
Austin Private Wealth
Horst & Graben Wealth Management
Municipal Employees' Retirement System of Michigan
One Wealth Advisors
AE Wealth Management
Heck Capital Advisors
Park Avenue Securities
WESPAC Advisors SoCal
TSA Wealth Managment
Ffg Retirement Advisors

View all funds holding Bondbloxx Etf Trust