XONE — BONDBLOXX ETF TRUST

Ownership history in Executive Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in BONDBLOXX ETF TRUST (XONE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.79% (2024 Q2)
Avg. % of fund
2.02%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 322,975 +7,024 +2.2% 1.25% $16.0M $47.15
2024 Q3 ADDED 315,951 +8,538 +2.8% 2.01% $15.8M $46.79
2024 Q2 INITIATED 307,413 — — 2.79% $15.2M —
% of Fund (quarterly)    XONE price (monthly, adj. close)

Other funds also holding XONE

As of 2025 Q4 — sorted by position size

ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 7.79% Compass Financial Group, Inc. (Ohio) 4.65% Smart Portfolios, LLC 3Y 7Y 3.07% SMITH, MOORE & CO. 3Y 7Y 3.0% Financial Guidance Group, Inc. 3Y 2.67% Tanager Wealth Management LLP 3Y 1.89% Warren Street Wealth Advisors, LLC 3Y 1.67% Buck Wealth Strategies, LLC 1.64% Strait & Sound Wealth Management LLC 3Y 1.46% Legacy CG, LLC 3Y 1.17%
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