Waverly Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in XONE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,303 | 4,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $211,945 | 4,280 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,009 | 4,280 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||