Cetera Investment Advisers
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1666741
SCHAUMBURG, IL
Position in XONE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,104,892
+$61,982 QoQ
Shares Held
224,932
+0.9% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#6
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 | $11,104,892 | 224,932 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,042,910 | 222,999 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,009,871 | 181,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,129,497 | 203,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,751,338 | 55,437 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,830,957 | 56,938 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,298,507 | 46,397 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||