Theory Financial »

Bondbloxx Etf Trust shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bondbloxx Etf Trust by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 86k 47.32
2025-06-30 $3.7M 81k 45.70
2025-03-31 $1.7M 37k 46.57

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

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