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 $9.05B AUM 13.04% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $2.24B AUM 16.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

WealthPLAN Partners's XONE Position: Q2 2024 in Review

WealthPLAN Partners sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2024, closing a stake of 5,765 shares — an estimated $286K sold.

WealthPLAN Partners first reported a position in XONE in Q1 2023 and held it in 5 quarters. The position peaked at $304K in Q3 2023. 59 funds tracked by Wall St. Rank hold XONE as of Q2 2024.

WealthPLAN Partners reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
WealthPLAN Partners sold 5,765 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $286K.
WealthPLAN Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and held it in 5 quarters.
WealthPLAN Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $304K in Q3 2023.
59 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.