EWM
XONE icon

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

Executive Wealth 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 		$16M Buy
322,975
+7,024
+2% +$349K 1.25% 19
2024
Q3 		$15.8M Buy
315,951
+8,538
+3% +$424K 1.24% 20
2024
Q2 		$15.2M Buy
+307,413
New +$15.2M 2.79% 10

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
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
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Executive Wealth Management's XONE Position: Q4 2024 in Review

Executive Wealth Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.2% in Q4 2024, buying an estimated $349K and bringing the position to 322,975 shares worth $16M. The position accounts for 1.25% of the portfolio, ranked #19.

Executive Wealth Management first reported a position in XONE in Q2 2024 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Executive Wealth Management held 322,975 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $16M as of Q4 2024.
  • Executive Wealth Management bought 7,024 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $349K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 1.25% of Executive Wealth Management's portfolio in Q4 2024, its #19 holding.
  • Executive Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

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