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

Portside Wealth Group’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
-13,488
Closed -$674K – 445
2024
Q3 		$674K Sell
13,488
-570
-4% -$28.3K 0.12% 186
2024
Q2 		$696K Sell
14,058
-4,231
-23% -$209K 0.13% 160
2024
Q1 		$908K Sell
18,289
-5,533
-23% -$275K 0.17% 140
2023
Q4 		$1.19M Buy
+23,822
New +$1.18M 0.22% 108

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

Portside Wealth Group's XONE Position: Q4 2024 in Review

Portside Wealth Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2024, closing a stake of 13,488 shares — an estimated $674K sold.

Portside Wealth Group first reported a position in XONE in Q4 2023 and held it in 4 quarters. The position peaked at $1.19M in Q4 2023. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Portside Wealth Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Portside Wealth Group sold 13,488 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $674K.
  • Portside Wealth Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Portside Wealth Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.19M in Q4 2023.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

Based on Portside Wealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.