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Action Point Financial Planning’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Action Point Financial Planning’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 		$26.8K Buy
+543
New +$26.8K ﹤0.01% 1032

Other funds holding XONE

Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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

Action Point Financial Planning's XONE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 543 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Action Point Financial Planning held 543 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $26.8K as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1032 holding.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.