CWM, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1535847
OMAHA, NE
Position in XONE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$732,896
-$21,274 QoQ
Shares Held
14,800
-2.8% QoQ
Ownership
0.066%
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 0%
Shared 0%
None 100%
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 | $732,896 | 14,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $754,170 | 15,225 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $738,046 | 14,862 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $856,365 | 17,255 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,149,861 | 63,352 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,911,579 | 78,958 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,274,861 | 125,648 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,285,704 | 106,728 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,330,366 | 87,253 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,357,630 | 47,361 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,167 | 305 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||