EVOLUTION WEALTH MANAGEMENT INC.
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 2010029
FORT MYERS, FL
Position in XONE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,645
-$1 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,645 | 114 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,646 | 114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,661 | 114 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||