Aptus Capital Advisors, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1664193
FAIRHOPE, AL
Position in XONE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,317,928
-$176,966 QoQ
Shares Held
127,971
-2.4% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#8
of 40 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,317,928 | 127,971 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,494,894 | 131,157 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,518,706 | 131,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,035,977 | 141,683 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,941,991 | 160,024 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,898,009 | 199,075 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,009,557 | 202,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,743,804 | 34,918 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,888,338 | 38,129 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,363,033 | 47,613 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||