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American Trust’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

American Trust’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 		– Sell
-1,927
Closed -$535K – 358
2025
Q4 		$535K Buy
+1,927
New +$95.6K 0.05% 168

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMC
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
NRG
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

American Trust's XONE Position: Q1 2026 in Review

American Trust sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026, closing a stake of 1,927 shares — an estimated $535K sold.

American Trust first reported a position in XONE in Q4 2025 and held it in 1 quarter. The position peaked at $535K in Q4 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • American Trust reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 1,927 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $535K.
  • American Trust first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • American Trust's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $535K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.