Ritholtz Wealth Management’s Bluemonte Core Bond ETF BDBT Stock Holding History

Ritholtz Wealth Management’s Portfolio BDBT Stock Details BDBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-72,076	Closed	-$1.81M	–	1512
2026 Q2	$1.81M	Buy	+72,076	New	+$1.82M	0.03%	440

Other funds holding BDBT

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Ritholtz Wealth Management's BDBT Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of Bluemonte Core Bond ETF (BDBT) in Q3 2026, closing a stake of 72,076 shares — an estimated $1.81M sold.

Ritholtz Wealth Management first reported a position in BDBT in Q2 2026 and held it in 1 quarter. The position peaked at $1.81M in Q2 2026. 3 funds tracked by Wall St. Rank hold BDBT as of Q3 2026.

Ritholtz Wealth Management reported no remaining Bluemonte Core Bond ETF position as of Q3 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 72,076 Bluemonte Core Bond ETF shares in Q3 2026, an estimated $1.81M.
Ritholtz Wealth Management first reported a position in Bluemonte Core Bond ETF in Q2 2026 and held it in 1 quarter.
Ritholtz Wealth Management's Bluemonte Core Bond ETF position peaked at $1.81M in Q2 2026.
3 funds tracked by Wall St. Rank held Bluemonte Core Bond ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.