BlackDiamond Wealth Management, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1903059
NEW YORK, NY
Position in XONE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$573,887
+$24,099 QoQ
Shares Held
11,589
+4.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $573,887 | 11,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $549,788 | 11,099 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $550,878 | 11,093 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,620 | 10,349 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $514,452 | 10,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $650,262 | 13,126 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $445,964 | 8,930 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||