Avantax Advisory Services’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 | $8.81M | Sell |
177,587
-3,219
| -2% | -$160K | 0.05% | 303 |
|
|
2025
Q1 | $8.99M | Sell |
180,806
-4,999
| -3% | -$249K | 0.05% | 270 |
|
|
2024
Q4 | $9.2M | Buy |
185,805
+103,962
| +127% | +$5.15M | 0.06% | 249 |
|
|
2024
Q3 | $4.09M | Buy |
81,843
+4,655
| +6% | +$232K | 0.03% | 448 |
|
|
2024
Q2 | $3.82M | Buy |
77,188
+2,885
| +4% | +$143K | 0.03% | 445 |
|
|
2024
Q1 | $3.69M | Buy |
74,303
+53,232
| +253% | +$2.64M | 0.03% | 380 |
|
|
2023
Q4 | $1.05M | Sell |
21,071
-157,677
| -88% | -$7.85M | 0.01% | 690 |
|
|
2023
Q3 | $8.89M | Buy |
178,748
+10,768
| +6% | +$535K | 0.1% | 160 |
|
|
2023
Q2 | $8.34M | Buy |
167,980
+8,478
| +5% | +$421K | 0.1% | 168 |
|
|
2023
Q1 | $7.98M | Buy |
+159,502
| New | +$7.98M | 0.1% | 165 |
|