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Mowery & Schoenfeld Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q4 		– Sell
-113
Closed -$5.64K – 519
2024
Q3 		$5.64K Buy
+113
New +$5.62K 0.01% 200

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XONE Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2024, closing a stake of 113 shares — an estimated $5.64K sold.

Mowery & Schoenfeld Wealth Management first reported a position in XONE in Q3 2024 and held it in 1 quarter. The position peaked at $5.64K in Q3 2024. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 113 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $5.64K.
  • Mowery & Schoenfeld Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $5.64K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.