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EisnerAmper Wealth Management Corporate Benefits’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4 		$259K Buy
+5,197
New +$258K 0.09% 63

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

EisnerAmper Wealth Management Corporate Benefits's XONE Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2023: 5,197 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #63 among its holdings.

67 funds tracked by Wall St. Rank hold XONE as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 5,197 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $259K as of Q4 2023.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.09% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #63 holding.
  • 67 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.