EP Wealth Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1540569
TORRANCE, CA
Position in XONE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,644,940
+$11,804,586 QoQ
Shares Held
256,126
+1409.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#5
of 40 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,644,940 | 256,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $840,354 | 16,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $414,112 | 8,360 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||