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

WealthPLAN 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
-5,765
Closed -$286K – 327
2024
Q1 		$286K Sell
5,765
-244
-4% -$12.1K 0.03% 263
2023
Q4 		$299K Sell
6,009
-101
-2% -$5.02K 0.03% 266
2023
Q3 		$304K Buy
6,110
+527
+9% +$26.2K 0.04% 262
2023
Q2 		$277K Buy
5,583
+1,768
+46% +$88K 0.04% 251
2023
Q1 		$191K Buy
+3,815
New +$190K 0.02% 309

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 $721M AUM 18.72% 1-Year Est. Return