EWA
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EverSource Wealth Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

EverSource 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
2023
Q3 		– Sell
-2,107
Closed -$105K – 2679
2023
Q2 		$105K Buy
+2,107
New +$105K 0.01% 569

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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

EverSource Wealth Advisors's XONE Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2023, closing a stake of 2,107 shares — an estimated $105K sold.

EverSource Wealth Advisors first reported a position in XONE in Q2 2023 and held it in 1 quarter. The position peaked at $105K in Q2 2023. 45 funds tracked by Wall St. Rank hold XONE as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,107 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2023, an estimated $105K.
  • EverSource Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $105K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.