Regal Investment Advisors LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1559789
KENTWOOD, MI
Position in XONE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$539,317
-$649 QoQ
Shares Held
10,924
+0.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#20
of 40 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in XONE Over Time
Shares Held
Position Value (USD)
All Filings in XONE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,317 | 10,924 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $539,966 | 10,904 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $871,617 | 17,596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $912,999 | 18,385 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,078,311 | 21,727 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,231,365 | 24,766 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,030,679 | 20,805 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $942,617 | 18,875 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||