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Bondbloxx Etf Trust shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $17k 370 45.58

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Bondbloxx Etf Trust

Prime Capital Investment Advisors
Envestnet Asset Management
Fifth Third Bancorp
Gradient Investments
Resources Investment Advisors
Jpmorgan Chase & Co
Bank of America Corporation
Northland Capital Management
HPM Partners
Virtue Capital Management
Horst & Graben Wealth Management
SRS Capital Advisors
Vestmark Advisory Solutions
AE Wealth Management
Heck Capital Advisors

View all funds holding Bondbloxx Etf Trust