Harvest Investment Services, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1591097
Oakbrook Terrace, IL
Position in XONE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$709,693
+$20,127 QoQ
Shares Held
14,375
+3.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#19
of 40 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,693 | 14,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $689,566 | 13,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $612,847 | 12,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,892 | 5,757 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $223,335 | 4,500 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||