MPWM ADVISORY SOLUTIONS, LLC
Position in XONE — BondBloxx Bloomberg One Year Target Duration US Treasury ETF
CIK 2056693
ALPHARETTA, GA
Position in XONE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,118
-$55 QoQ
Shares Held
367
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 40 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,118 | 367 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,173 | 367 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,179 | 367 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,225 | 367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,214 | 367 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,247 | 367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,181 | 367 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||