Number of Shares
151,776.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
1.06%
Total Estimate Gain
$-68,299.20
% of Total Estimate Gain
-0.99%

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 $45.09, One Wealth Advisors, LLC's estimated gain on his XTEN holdings is $-68,299.20, reflecting a -0.99% gain to date.

One Wealth Advisors, LLC XTEN ($45.09) Holding Chart

One Wealth Advisors, LLC XTEN ($45.09) 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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