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 Q2	$532K	Sell	10,778 -42	-0.4%	-$2.07K	0.09%	171
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 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

Astoria Portfolio Advisors's XONE Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.39% in Q2 2026, selling an estimated $2.07K and leaving 10,778 shares worth $532K. The position accounts for 0.09% of the portfolio, ranked #171.

Astoria Portfolio Advisors first reported a position in XONE in Q2 2023 and has held it in 12 quarters since. The position peaked at $861K in Q1 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Astoria Portfolio Advisors held 10,778 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $532K as of Q2 2026.
Astoria Portfolio Advisors sold 42 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.07K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.09% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #171 holding.
Astoria Portfolio Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Astoria Portfolio Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $861K in Q1 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.