AE Wealth Management LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1697723
TOPEKA, KS
Position in XONE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$60,506,287
+$2,892,992 QoQ
Shares Held
1,221,856
+5.1% QoQ
Ownership
5.45%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,506,287 | 1,221,856 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $57,613,295 | 1,163,083 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $55,337,851 | 1,114,335 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $52,336,557 | 1,054,535 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $46,520,551 | 935,651 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $38,004,898 | 767,156 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $48,846,557 | 978,105 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $45,409,268 | 916,896 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $39,148,436 | 788,806 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $37,539,346 | 754,105 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||