DIVERSIFY WEALTH MANAGEMENT, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 2030780
SANDY, UT
Position in XONE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$668,569
-$648 QoQ
Shares Held
13,501
-0.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,569 | 13,501 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $669,217 | 13,510 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $666,188 | 13,415 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $668,267 | 13,465 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $568,995 | 11,444 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $458,740 | 9,260 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $463,892 | 9,289 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $237,323 | 4,792 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||