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Fiduciary Alliance’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Fiduciary Alliance’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
-1
Closed -$50 – 969
2023
Q2 		$50 Buy
+1
New +$50 ﹤0.01% 996

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

Fiduciary Alliance's XONE Position: Q3 2023 in Review

Fiduciary Alliance sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2023, closing a stake of 1 share — an estimated $50 sold.

Fiduciary Alliance first reported a position in XONE in Q2 2023 and held it in 1 quarter. The position peaked at $50 in Q2 2023. 45 funds tracked by Wall St. Rank hold XONE as of Q3 2023.

  • Fiduciary Alliance reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1 BondBloxx Bloomberg One Year Target Duration US Treasury ETF share in Q3 2023, an estimated $50.
  • Fiduciary Alliance first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $50 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 Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.