Number of Shares
359,310.00
Current Holdings Value*
$17.86 Mil
% of Portfolio
7.19%
Total Estimate Gain
$-3,189.28
% of Total Estimate Gain
-0.02%

ACCESS FINANCIAL SERVICES, INC.'s BondBloxx Bloomberg One Year Target Duration US Treasury ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 359,310.00 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE), totaling $17.86 Mil. This investment constitutes 7.19% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 2.84% of the outstanding BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE) stock.

The initial trade took place in 2024Q4. And since then ACCESS FINANCIAL SERVICES, INC. has made 2 purchases of XONE, at an average price of $49.62, for a total of 359,310.00 shares. Based on historical transaction data and XONE's current price of $49.61, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his XONE holdings is $-3,189.28, reflecting a -0.02% gain to date.

ACCESS FINANCIAL SERVICES, INC. XONE ($49.61) Holding Chart

ACCESS FINANCIAL SERVICES, INC. XONE ($49.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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