Sigma Planning Corp
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1449126
ANN ARBOR, MI
Position in XONE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,507,141
+$49,673 QoQ
Shares Held
30,435
+3.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,507,141 | 30,435 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,457,468 | 29,423 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,489,452 | 29,993 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,444,332 | 29,102 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,589,051 | 31,960 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,497,346 | 30,225 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,431,280 | 28,660 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,296,316 | 26,175 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,795,454 | 76,475 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $619,512 | 12,445 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,207,344 | 24,278 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $847,157 | 17,054 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||