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

Wallace Advisory 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
Q4 		– Sell
-4,951
Closed -$245K – 198
2024
Q3 		$245K Hold
4,951
– – 0.18% 150
2024
Q2 		$245K Hold
4,951
– – 0.18% 151
2024
Q1 		$246K Buy
+4,951
New +$246K 0.19% 137
2023
Q4 		– Sell
-5,822
Closed -$289K – 181
2023
Q3 		$289K Buy
+5,822
New +$289K 0.21% 121

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

Wallace Advisory Group's XONE Position: Q4 2024 in Review

Wallace Advisory Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2024, closing a stake of 4,951 shares — an estimated $245K sold.

Wallace Advisory Group first reported a position in XONE in Q3 2023 and held it in 4 quarters. The position peaked at $289K in Q3 2023. 87 funds tracked by Wall St. Rank hold XONE as of Q4 2024.

  • Wallace Advisory Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 4,951 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2024, an estimated $245K.
  • Wallace Advisory Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Wallace Advisory Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $289K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.