AE Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3M | Buy |
1,054,535
+118,884
| +13% | +$5.9M | 0.38% | 62 |
|
|
2025
Q1 | $46.5M | Buy |
935,651
+168,495
| +22% | +$8.38M | 0.39% | 61 |
|
|
2024
Q4 | $38M | Sell |
767,156
-210,949
| -22% | -$10.5M | 0.32% | 77 |
|
|
2024
Q3 | $48.8M | Buy |
978,105
+61,209
| +7% | +$3.06M | 0.44% | 48 |
|
|
2024
Q2 | $45.4M | Buy |
916,896
+128,090
| +16% | +$6.34M | 0.45% | 49 |
|
|
2024
Q1 | $39.1M | Buy |
788,806
+34,701
| +5% | +$1.72M | 0.44% | 51 |
|
|
2023
Q4 | $37.6M | Buy |
+754,105
| New | +$37.6M | 0.19% | 114 |
|