NWWA
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New Wave Wealth Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-1,158
Closed -$57.4K – 691
2024
Q4 		$57.4K Buy
+1,158
New +$57.5K 0.02% 218

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

New Wave Wealth Advisors's XONE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2025, closing a stake of 1,158 shares — an estimated $57.4K sold.

New Wave Wealth Advisors first reported a position in XONE in Q4 2024 and held it in 1 quarter. The position peaked at $57.4K in Q4 2024. 89 funds tracked by Wall St. Rank hold XONE as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,158 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $57.4K.
  • New Wave Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $57.4K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.