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

Astoria Portfolio 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	$536K	Sell	10,820 -1	-0%	-$50	0.11%	126
2025 Q4	$537K	Sell	10,821 -283	-3%	-$14K	0.12%	130
2025 Q3	$550K	Sell	11,104 -2,960	-21%	-$147K	0.14%	124
2025 Q2	$696K	Sell	14,064 -3,280	-19%	-$163K	0.2%	98
2025 Q1	$861K	Buy	17,344 +9,313	+116%	+$462K	0.29%	82
2024 Q4	$398K	Sell	8,031 -645	-7%	-$32K	0.14%	128
2024 Q3	$431K	Buy	8,676 +458	+6%	+$22.8K	0.15%	108
2024 Q2	$407K	Buy	8,218 +1,042	+15%	+$51.5K	0.15%	99
2024 Q1	$355K	Buy	7,176 +3,146	+78%	+$156K	0.14%	109
2023 Q4	$200K	Buy	+4,030	New	+$200K	0.08%	189
2023 Q3	–	Sell	-11,726	Closed	-$583K	–	196
2023 Q2	$583K	Buy	+11,726	New	+$584K	0.23%	88

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 $305M AUM 15.71% 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