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XONEXONE
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in BONDBLOXX ETF TRUST

EP Wealth Advisors, LLC holds 16,970 shares of XONE (BONDBLOXX ETF TRUST), worth $840,341 as of 2026-Q1. The position was increased (+103.0% shares). XONE represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$840,341

Current Shares

16,970

Total Value Change

+$426,228

Total Shares Change

+8,610

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
16,970
+103.0%
$840,3410.0%$48.72
40
2025-Q4
New
8,360
-
$414,1130.0%$48.44
33

Other major holders of XONE: BANK OF AMERICA CORP /DE/, STIFEL FINANCIAL CORP

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