B. Riley Wealth Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

B. Riley Wealth Advisors’s Portfolio XONE Stock Details XONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,684	Closed	-$430K	–	1447
2024 Q2	$430K	Sell	8,684 -1,902	-18%	-$94K	0.01%	885
2024 Q1	$526K	Buy	10,586 +155	+1%	+$7.7K	0.01%	764
2023 Q4	$522K	Sell	10,431 -155	-1%	-$7.71K	0.01%	788
2023 Q3	$526K	Sell	10,586 -1,450	-12%	-$72K	0.01%	764
2023 Q2	$598K	Sell	12,036 -68	-0.6%	-$3.39K	0.01%	776
2023 Q1	$606K	Sell	12,104 -11,021	-48%	-$549K	0.02%	730
2022 Q4	$1.15M	Buy	+23,125	New	+$1.15M	0.03%	487

Other funds holding XONE

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's XONE Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2024, closing a stake of 8,684 shares — an estimated $430K sold.

B. Riley Wealth Advisors first reported a position in XONE in Q4 2022 and held it in 7 quarters. The position peaked at $1.15M in Q4 2022. 69 funds tracked by Wall St. Rank hold XONE as of Q3 2024.

B. Riley Wealth Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,684 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2024, an estimated $430K.
B. Riley Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.15M in Q4 2022.
69 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.