ACCESS FINANCIAL SERVICES, INC.
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1699622
MINNEAPOLIS, MN
Position in XONE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$23,321,691
+$1,933,271 QoQ
Shares Held
470,955
+9.1% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
23.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,321,691 | 470,955 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $21,388,420 | 431,784 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,946,637 | 421,801 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $22,566,463 | 454,694 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,864,893 | 359,310 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,899,846 | 159,464 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||