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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return