EP Wealth Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1540569
TORRANCE, CA
All Filings in XONE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,644,940 | 256,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $840,354 | 16,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $414,112 | 8,360 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||