AAS
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Ameritas Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Ameritas Advisory 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
2025
Q4 		– Sell
-203
Closed -$10.1K – 2136
2025
Q3 		$10.1K Sell
203
-335
-62% -$16.6K ﹤0.01% 1654
2025
Q2 		$26.7K Buy
+538
New +$26.7K ﹤0.01% 1616

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Ameritas Advisory Services's XONE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2025, closing a stake of 203 shares — an estimated $10.1K sold.

Ameritas Advisory Services first reported a position in XONE in Q2 2025 and held it in 2 quarters. The position peaked at $26.7K in Q2 2025. 97 funds tracked by Wall St. Rank hold XONE as of Q4 2025.

  • Ameritas Advisory Services reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 203 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $10.1K.
  • Ameritas Advisory Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $26.7K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.