Strait & Sound Wealth Management LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 1966210
SAN FRANCISCO, CA
Position in XONE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,616,445
-$306,132 QoQ
Shares Held
73,030
-7.8% QoQ
Ownership
0.326%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,616,445 | 73,030 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,922,577 | 79,188 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,178,044 | 84,133 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,005,141 | 80,700 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,640,846 | 73,227 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,314,325 | 66,902 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,415,098 | 48,360 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,412,214 | 48,707 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,859,134 | 57,609 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,850,153 | 57,255 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,435,725 | 48,979 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,907,867 | 38,407 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $507,836 | 10,148 | Shares | Sole | 2023-08-30 | |
| No filing history on record for this holder in this stock. | ||||||