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Middleton & Co’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Middleton & Co’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
Q2 		– Sell
-7,821
Closed -$388K – 174
2024
Q1 		$388K Buy
+7,821
New +$389K 0.04% 131

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Middleton & Co's XONE Position: Q2 2024 in Review

Middleton & Co sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2024, closing a stake of 7,821 shares — an estimated $388K sold.

Middleton & Co first reported a position in XONE in Q1 2024 and held it in 1 quarter. The position peaked at $388K in Q1 2024. 59 funds tracked by Wall St. Rank hold XONE as of Q2 2024.

  • Middleton & Co reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Middleton & Co sold 7,821 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $388K.
  • Middleton & Co first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Middleton & Co's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $388K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2024.

Based on Middleton & Co's 13F filing for Q2 2024, filed 12 Aug 2024.