Aptus Capital Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Aptus Capital Advisors’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	$6.49M	Sell	131,157 -441	-0.3%	-$21.8K	0.05%	297
2025 Q4	$6.52M	Sell	131,598 -10,085	-7%	-$500K	0.05%	283
2025 Q3	$7.04M	Sell	141,683 -18,341	-11%	-$909K	0.05%	268
2025 Q2	$7.94M	Sell	160,024 -39,051	-20%	-$1.94M	0.06%	224
2025 Q1	$9.9M	Sell	199,075 -2,975	-1%	-$148K	0.1%	180
2024 Q4	$10M	Buy	202,050 +167,132	+479%	+$8.3M	0.11%	163
2024 Q3	$1.74M	Sell	34,918 -3,211	-8%	-$160K	0.03%	330
2024 Q2	$1.89M	Sell	38,129 -9,484	-20%	-$469K	0.03%	301
2024 Q1	$2.36M	Buy	+47,613	New	+$2.37M	0.04%	281

Other funds holding XONE

Bank of America

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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