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 Q2	$6.32M	Sell	127,971 -3,186	-2%	-$157K	0.04%	321
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

EP Wealth Advisors Torrance, California $26.2B AUM

Aptus Capital Advisors's XONE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.4% in Q2 2026, selling an estimated $157K and leaving 127,971 shares worth $6.32M. The position accounts for 0.04% of the portfolio, ranked #321.

Aptus Capital Advisors first reported a position in XONE in Q1 2024 and has held it in 10 quarters since. The position peaked at $10M in Q4 2024. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Aptus Capital Advisors held 127,971 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $6.32M as of Q2 2026.
Aptus Capital Advisors sold 3,186 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $157K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #321 holding.
Aptus Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $10M in Q4 2024.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.