ENVESTNET ASSET MANAGEMENT INC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1407543
Berwyn, PA
Position in XONE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,448,629
+$294,971 QoQ
Shares Held
89,835
+7.1% QoQ
Ownership
0.401%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,448,629 | 89,835 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,153,658 | 83,853 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,655,922 | 93,756 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,300,439 | 86,650 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,305,438 | 287,720 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,081,687 | 203,506 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $540,950 | 10,832 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $314,830 | 6,357 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $224,129 | 4,516 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $611,099 | 12,276 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $574,132 | 11,545 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||