FFO
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Fortitude Family Office’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Fortitude Family Office’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
-858
Closed -$42.5K – 1279
2024
Q2 		$42.5K Hold
858
– – 0.02% 193
2024
Q1 		$42.6K Sell
858
-49
-5% -$2.44K 0.03% 174
2023
Q4 		$45.1K Buy
+907
New +$45.1K 0.03% 183

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

Fortitude Family Office's XONE Position: Q3 2024 in Review

Fortitude Family Office sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2024, closing a stake of 858 shares — an estimated $42.5K sold.

Fortitude Family Office first reported a position in XONE in Q4 2023 and held it in 3 quarters. The position peaked at $45.1K in Q4 2023. 69 funds tracked by Wall St. Rank hold XONE as of Q3 2024.

  • Fortitude Family Office reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 858 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2024, an estimated $42.5K.
  • Fortitude Family Office first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $45.1K 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 Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.