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Bondbloxx Etf Trust shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management investment in Bondbloxx Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bondbloxx Etf Trust held by Partners 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 23k 49.84
2025-06-30 $754k 15k 49.41
2025-03-31 $761k 15k 49.53

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners 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