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

Wealthquest’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,127
Closed -$452K – 142
2024
Q4 		$452K Buy
9,127
+4,273
+88% +$212K 0.04% 80
2024
Q3 		$242K Buy
+4,854
New +$242K 0.02% 112