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

RWA Wealth Partners’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	-4,667	Closed	-$232K	–	573
2024 Q1	$232K	Sell	4,667 -19,483	-81%	-$968K	﹤0.01%	503
2023 Q4	$1.2M	Buy	+24,150	New	+$1.2M	0.02%	268

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 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 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 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

RWA Wealth Partners's XONE Position: Q2 2024 in Review

RWA Wealth Partners sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2024, closing a stake of 4,667 shares — an estimated $232K sold.

RWA Wealth Partners first reported a position in XONE in Q4 2023 and held it in 2 quarters. The position peaked at $1.2M in Q4 2023. 59 funds tracked by Wall St. Rank hold XONE as of Q2 2024.

RWA Wealth Partners reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
RWA Wealth Partners sold 4,667 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $232K.
RWA Wealth Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 2 quarters.
RWA Wealth Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.2M 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 RWA Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.