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

Prosperity Consulting 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
Q2 		– Sell
-5,295
Closed -$263K – 340
2024
Q1 		$263K Buy
+5,295
New +$263K 0.03% 291

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

Prosperity Consulting Group's XONE Position: Q2 2024 in Review

Prosperity Consulting Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2024, closing a stake of 5,295 shares — an estimated $263K sold.

Prosperity Consulting Group first reported a position in XONE in Q1 2024 and held it in 1 quarter. The position peaked at $263K in Q1 2024. 59 funds tracked by Wall St. Rank hold XONE as of Q2 2024.

  • Prosperity Consulting Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Prosperity Consulting Group sold 5,295 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $263K.
  • Prosperity Consulting Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Prosperity Consulting Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $263K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2024.

Based on Prosperity Consulting Group's 13F filing for Q2 2024, filed 8 Aug 2024.