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Bondbloxx Etf Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Bondbloxx Etf Trust (XTRE) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bondbloxx Etf Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 115k 49.84
2025-06-30 $2.4M 47k 49.78
2025-03-31 $2.3M 46k 49.53
2024-12-31 $671k 14k 48.77

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Bondbloxx Etf Trust

Straightline Group
Gradient Investments
Municipal Employees' Retirement System of Michigan
CWM
Nemes Rush Group
AE Wealth Management
Ausdal Financial Partners
Mattson Financial Services
Smart Portfolios
Advyzon Investment Management
Dynamic Advisors Solutions
Brown Financial Advisors
Wealthcare Advisory Partners
Strait & Sound Wealth Management
Maridea Wealth Management

View all funds holding Bondbloxx Etf Trust