NWM
XONE icon

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

NEIRG 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
2023
Q3 		– Sell
-14,706
Closed -$731K – 146
2023
Q2 		$731K Buy
+14,706
New +$732K 0.13% 87

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

NEIRG Wealth Management's XONE Position: Q3 2023 in Review

NEIRG Wealth Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2023, closing a stake of 14,706 shares — an estimated $731K sold.

NEIRG Wealth Management first reported a position in XONE in Q2 2023 and held it in 1 quarter. The position peaked at $731K in Q2 2023. 45 funds tracked by Wall St. Rank hold XONE as of Q3 2023.

  • NEIRG Wealth Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 14,706 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2023, an estimated $731K.
  • NEIRG Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and held it in 1 quarter.
  • NEIRG Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $731K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.