TCA
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Transcend Capital Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Transcend Capital 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
2024
Q4 		– Sell
-13,756
Closed -$687K – 645
2024
Q3 		$687K Buy
13,756
+5,521
+67% +$274K 0.05% 326
2024
Q2 		$408K Buy
+8,235
New +$407K 0.03% 400

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

Transcend Capital Advisors's XONE Position: Q4 2024 in Review

Transcend Capital Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2024, closing a stake of 13,756 shares — an estimated $687K sold.

Transcend Capital Advisors first reported a position in XONE in Q2 2024 and held it in 2 quarters. The position peaked at $687K in Q3 2024. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Transcend Capital Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 13,756 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $687K.
  • Transcend Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Transcend Capital Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $687K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.