Ae Wealth Management LLC Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,114,335 shares of XONE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,114,335

Previous 1,054,535 5.67%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	N/A	59,800 Added 5.67%	1,114,335 $0
Q2 2025 Aug 06, 2025	BUY	N/A	118,884 Added 12.71%	1,054,535 $0
Q1 2025 May 06, 2025	BUY	N/A	168,495 Added 21.96%	935,651 $0
Q4 2024 Feb 13, 2025	SELL	N/A	-210,949 Reduced 21.57%	767,156 $0
Q3 2024 Nov 14, 2024	BUY	N/A	61,209 Added 6.68%	978,105 $0

Q2 2024 Aug 12, 2024	BUY	N/A	128,090 Added 16.24%	916,896 $0
Q1 2024 May 15, 2024	BUY	N/A	34,701 Added 4.6%	788,806 $0
Q4 2023 Feb 14, 2024	BUY	N/A	754,105 New	754,105 $0

Others Institutions Holding XONE

# of Institutions

Shares Held

10.4M

Call Options Held

Put Options Held

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About Bondbloxx Bloomberg One Year Target Duration US Treasury ETF

Ticker XONE
Sector Industrial Goods
Industry Diversified Machinery
Shares Outstandng 22,216,500
Market Cap $597M

More about XONE

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Ae Wealth Management LLC Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Transaction History