Waverly Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1568787
BIRMINGHAM, AL
Position in XONE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,303
-$642 QoQ
Shares Held
4,280
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 40 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,303 | 4,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $211,945 | 4,280 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,009 | 4,280 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||