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Bondbloxx Etf Trust shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XTEN) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bondbloxx Etf Trust by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 4.3k 46.63
2025-06-30 $2.1M 45k 46.16

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View all positions for WealthPlan Investment Management

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