FNWA
XONE icon

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

Financial Network 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
2024
Q3 		– Sell
-3,936
Closed -$195K – 1012
2024
Q2 		$195K Sell
3,936
-305
-7% -$15.1K 0.15% 136
2024
Q1 		$210K Sell
4,241
-299
-7% -$14.9K 0.21% 120
2023
Q4 		$226K Buy
+4,540
New +$226K 0.24% 104

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Network Wealth Advisors's XONE Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2024, closing a stake of 3,936 shares — an estimated $195K sold.

Financial Network Wealth Advisors first reported a position in XONE in Q4 2023 and held it in 3 quarters. The position peaked at $226K in Q4 2023. 69 funds tracked by Wall St. Rank hold XONE as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 3,936 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2024, an estimated $195K.
  • Financial Network Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Financial Network Wealth Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $226K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.