Laurel Wealth Advisors (North Carolina)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5M Buy
867,533
+852,023
+5,493% +$17.2M 0.25% 78
2025
Q1
$771K Buy
15,510
+5,965
+62% +$297K 0.12% 118
2024
Q4
$473K Buy
9,545
+4,850
+103% +$240K 0.07% 128
2024
Q3
$234K Buy
4,695
+1,915
+69% +$95.6K 0.04% 164
2024
Q2
$138K Buy
+2,780
New +$138K 0.02% 205