Steward Partners Investment Advisory, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1723397
STAMFORD, CT
Position in XONE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,515
-$32 QoQ
Shares Held
213
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 40 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,515 | 213 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,547 | 213 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,550 | 213 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,665 | 396 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||