PEAK FINANCIAL ADVISORS LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1843309
DENVER, CO
Position in XONE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$495,200
-$21,899,192 QoQ
Shares Held
10,000
-97.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,200 | 10,000 | Shares | Sole | 2026-04-22 | |
| 2023-03-31 | $22,394,392 | 447,503 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||