One Wealth Advisors, LLC XTEN Holdings History
One Wealth Advisors, LLC's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 151,776.00 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN), totaling $7.07 Mil. This investment constitutes 1.06% of their stock portfolio, and One Wealth Advisors, LLC now holds 1.2% of the outstanding BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN) stock.
The initial trade took place in 2025Q1. And since then One Wealth Advisors, LLC has made 1 purchases of XTEN, at an average price of $45.54, for a total of 151,776.00 shares. Based on historical transaction data and XTEN's current price of $44.99, One Wealth Advisors, LLC's estimated gain on his XTEN holdings is $-83,476.80, reflecting a -1.21% gain to date.
One Wealth Advisors, LLC XTEN ($44.99) Holding Chart
One Wealth Advisors, LLC XTEN ($44.99) 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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