IFP Advisors, Inc
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1641866
TAMPA, FL
Position in XONE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,122,271
+$63,808 QoQ
Shares Held
22,663
+6.1% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,122,271 | 22,663 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,058,463 | 21,368 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $979,096 | 19,716 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,562,004 | 31,473 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,147,537 | 23,080 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $705,499 | 14,241 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,168,446 | 23,397 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,051,019 | 21,222 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||