Skip to main content

Ellis Investment Partners, LLC

Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF

CIK 1765590 Berwyn, PA

Position in XONE

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$237,646
New position
Shares Held
4,799
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

All Filings in XONE

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $237,646 4,799