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Principal Securities’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Principal Securities’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
-538
Closed -$26.7K – 3485
2024
Q1 		$26.7K Hold
538
– – ﹤0.01% 1867
2023
Q4 		$26.8K Buy
+538
New +$26.8K ﹤0.01% 1771

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

Principal Securities's XONE Position: Q2 2024 in Review

Principal Securities sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2024, closing a stake of 538 shares — an estimated $26.7K sold.

Principal Securities first reported a position in XONE in Q4 2023 and held it in 2 quarters. The position peaked at $26.8K in Q4 2023. 59 funds tracked by Wall St. Rank hold XONE as of Q2 2024.

  • Principal Securities reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 538 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $26.7K.
  • Principal Securities first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Principal Securities's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $26.8K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.