Focus Partners Wealth
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1542153
ST LOUIS, MO
Position in XONE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,977,505
-$384,167 QoQ
Shares Held
809,753
-0.7% QoQ
Ownership
3.61%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3
of 40 holders
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,977,505 | 809,753 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,361,672 | 815,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,321,229 | 793,807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,076,950 | 746,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,942,294 | 724,205 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $37,335,028 | 753,634 | Shares | Sole | 2025-05-20 | |
| 2024-06-30 | $41,363,131 | 835,197 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||