Access Financial Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Access Financial Services’s Portfolio XONE Stock Details XONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.2M	Buy	489,580 +18,625	+4%	+$920K	7.92%	3
2026 Q1	$23.3M	Buy	470,955 +39,171	+9%	+$1.94M	8.27%	4
2025 Q4	$21.4M	Buy	431,784 +9,983	+2%	+$495K	7.79%	3
2025 Q3	$20.9M	Sell	421,801 -32,893	-7%	-$1.63M	7.59%	3
2025 Q2	$22.6M	Buy	454,694 +95,384	+27%	+$4.73M	8.53%	3
2025 Q1	$17.9M	Buy	359,310 +199,846	+125%	+$9.91M	7.19%	4
2024 Q4	$7.9M	Buy	+159,464	New	+$7.92M	3.52%	8

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Access Financial Services's XONE Position: Q2 2026 in Review

Access Financial Services increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 4% in Q2 2026, buying an estimated $920K and bringing the position to 489,580 shares worth $24.2M. The position accounts for 7.92% of the portfolio, ranked #3.

Access Financial Services first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Access Financial Services held 489,580 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $24.2M as of Q2 2026.
Access Financial Services bought 18,625 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $920K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 7.92% of Access Financial Services's portfolio in Q2 2026, its #3 holding.
Access Financial Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.