Dynamic Advisor Solutions LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1599747
PHOENIX, AZ
Position in XONE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,237,900
+$198,557 QoQ
Shares Held
24,998
+19.1% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,237,900 | 24,998 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,039,343 | 20,982 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $846,355 | 17,043 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $446,124 | 8,989 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $379,313 | 7,629 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $340,835 | 6,880 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||