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

FinTrust Capital 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 		$95.7K Buy
1,916
+704
+58% +$35K 0.02% 442
2024
Q2 		$60K Hold
1,212
– – 0.01% 493
2024
Q1 		$60.2K Buy
+1,212
New +$60.2K 0.01% 474

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 $10.1B AUM 14.03% 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

FinTrust Capital Advisors's XONE Position: Q3 2024 in Review

FinTrust Capital Advisors increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 58% in Q3 2024, buying an estimated $35K and bringing the position to 1,916 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #442.

FinTrust Capital Advisors first reported a position in XONE in Q1 2024 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold XONE as of Q3 2024.

  • FinTrust Capital Advisors held 1,916 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $95.7K as of Q3 2024.
  • FinTrust Capital Advisors bought 704 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2024, an estimated $35K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #442 holding.
  • FinTrust Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.