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Transamerica Financial Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Transamerica Financial 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
2023
Q4 		– Sell
-37
Closed -$2K – 662
2023
Q3 		$2K Buy
+37
New +$1.84K ﹤0.01% 403

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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

Transamerica Financial Advisors's XONE Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2023, closing a stake of 37 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in XONE in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 67 funds tracked by Wall St. Rank hold XONE as of Q4 2023.

  • Transamerica Financial Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 37 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2023, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Transamerica Financial Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $2K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.