Number of Shares
199,075.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
5.35%
Total Estimate Gain
$-36,377.58
% of Total Estimate Gain
-0.34%

Financial Guidance Group, Inc.'s BondBloxx Bloomberg One Year Target Duration US Treasury ETF Holding Summary

As of 2025-03-31, Financial Guidance Group, Inc. held 199,075.00 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE), totaling $9.90 Mil. This investment constitutes 5.35% of their stock portfolio, and Financial Guidance Group, Inc. now holds 1.63% of the outstanding BondBloxx Bloomberg One Year Target Duration US Treasury ETF(XONE) stock.

The initial trade took place in 2024Q1. And since then Financial Guidance Group, Inc. has made 2 purchases of XONE, at an average price of $49.64, for a total of 214,745.00 shares. In addition, there have been 3 sales at an average price of $49.52 for 15,670.00 shares. Based on historical transaction data and XONE's current price of $49.47, Financial Guidance Group, Inc.'s estimated gain on his XONE holdings is $-36,377.58, reflecting a -0.34% gain to date.

Financial Guidance Group, Inc. XONE ($49.47) Holding Chart

Financial Guidance Group, Inc. XONE ($49.47) 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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