NewEdge Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1633516
NEW ORLEANS, LA
Position in XONE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,837,293
+$2,787,778 QoQ
Shares Held
57,470
+16.1% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 40 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,837,293 | 57,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $49,515 | 49,515 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,562,656 | 71,922 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,585,650 | 72,204 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,026,377 | 101,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,820,845 | 36,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $769,554 | 15,534 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||