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Bucket List Wealth Management, LLC → BLK

Bucket List Wealth Management, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
12
Latest value
$1.7M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$208K
Q4 2025$1000K
Q4 2025$2.3M
Q1 2026$203K
Q1 2026$1.6M
Q1 2026$1.5M
Q2 2026$272K
Q2 2026$1.7M
Q2 2026$1.7M
Q3 2026$273K
Q3 2026$1.6M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M10.7K——
Q3 2026$1.6M20.2K——
Q3 2026$273K2.7K——
Q2 2026$1.7M10.7K——
Q2 2026$1.7M21.0K——
Q2 2026$272K2.5K——
Q1 2026$1.5M10.8K——
Q1 2026$1.6M19.7K——
Q1 2026$203K1.9K——
Q4 2025$2.3M16.0K——
Q4 2025$1000K12.1K——
Q4 2025$208K1.9K——

Other funds holding BLK

Other Bucket List Wealth Management, LLC positions

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VANGUARD INDEX FDS

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PPT

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$26.7M
VGES

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$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
STT-PG

SPDR SERIES TRUST

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M