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Bondbloxx Etf Trust shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XTEN) shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 53k 46.63
2025-06-30 $2.3M 49k 46.16
2025-03-31 $980k 21k 46.57

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Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

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