AE Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

AE Wealth Management’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	$67.6M	Buy	1,368,842 +146,986	+12%	+$7.26M	0.32%	79
2026 Q1	$60.5M	Buy	1,221,856 +58,773	+5%	+$2.91M	0.33%	77
2025 Q4	$57.6M	Buy	1,163,083 +48,748	+4%	+$2.42M	0.33%	78
2025 Q3	$55.3M	Buy	1,114,335 +59,800	+6%	+$2.96M	0.35%	68
2025 Q2	$52.3M	Buy	1,054,535 +118,884	+13%	+$5.89M	0.38%	62
2025 Q1	$46.5M	Buy	935,651 +168,495	+22%	+$8.36M	0.39%	61
2024 Q4	$38M	Sell	767,156 -210,949	-22%	-$10.5M	0.32%	77
2024 Q3	$48.8M	Buy	978,105 +61,209	+7%	+$3.04M	0.44%	48
2024 Q2	$45.4M	Buy	916,896 +128,090	+16%	+$6.33M	0.45%	49
2024 Q1	$39.1M	Buy	788,806 +34,701	+5%	+$1.72M	0.44%	51
2023 Q4	$37.6M	Buy	+754,105	New	+$37.5M	0.19%	114

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

AE Wealth Management's XONE Position: Q2 2026 in Review

AE Wealth Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 12% in Q2 2026, buying an estimated $7.26M and bringing the position to 1,368,842 shares worth $67.6M. The position accounts for 0.32% of the portfolio, ranked #79.

AE Wealth Management first reported a position in XONE in Q4 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

AE Wealth Management held 1,368,842 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $67.6M as of Q2 2026.
AE Wealth Management bought 146,986 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $7.26M.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.32% of AE Wealth Management's portfolio in Q2 2026, its #79 holding.
AE Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.