ECM
XONE icon

Evergreen Capital Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Evergreen Capital Management’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
Q4 		– Sell
-8,000
Closed -$400K – 1126
2024
Q3 		$400K Hold
8,000
– – 0.01% 596
2024
Q2 		$396K Hold
8,000
– – 0.01% 543
2024
Q1 		$397K Buy
+8,000
New +$398K 0.02% 519

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Evergreen Capital Management's XONE Position: Q4 2024 in Review

Evergreen Capital Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2024, closing a stake of 8,000 shares — an estimated $400K sold.

Evergreen Capital Management first reported a position in XONE in Q1 2024 and held it in 3 quarters. The position peaked at $400K in Q3 2024. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Evergreen Capital Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 8,000 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $400K.
  • Evergreen Capital Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Evergreen Capital Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $400K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.