Institutional Ownership Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE)
This table provides information about the institutional ownership of Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,788
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
26,704
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,817
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
24,154
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
24,154
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 89.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21,222
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
18,875
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,720
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
14,559
shares
|
$0
0.1% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,756
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 67.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
13,488
shares
|
$0
0.12% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,366
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
12,390
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,832
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 70.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,641
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
10,079
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
9,289
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 93.84%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,930
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,684
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
8,676
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,592
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,442
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,188
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|