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

FirstPurpose Wealth’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
Q1 		$245K Buy
4,958
+52
+1% +$2.58K 0.09% 178
2023
Q4 		$244K Buy
+4,906
New +$244K 0.09% 178

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FirstPurpose Wealth's XONE Position: Q1 2024 in Review

FirstPurpose Wealth increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.1% in Q1 2024, buying an estimated $2.58K and bringing the position to 4,958 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #178.

FirstPurpose Wealth first reported a position in XONE in Q4 2023 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold XONE as of Q1 2024.

  • FirstPurpose Wealth held 4,958 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $245K as of Q1 2024.
  • FirstPurpose Wealth bought 52 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2024, an estimated $2.58K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #178 holding.
  • FirstPurpose Wealth first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.