CARY STREET PARTNERS FINANCIAL LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1475045
RICHMOND, VA
Position in XONE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$914,238
-$10,184 QoQ
Shares Held
18,462
-1.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $914,238 | 18,462 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $924,422 | 18,662 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $927,996 | 18,687 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,049,029 | 21,137 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,055,903 | 21,237 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,002,540 | 20,237 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||