Vertex Planning Partners »

Bondbloxx Etf Trust shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XTEN) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 36k 46.63
2025-06-30 $1.5M 33k 46.16
2025-03-31 $681k 15k 46.57

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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