Atria Investments’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Atria Investments’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 Q2	–	Sell	-78,468	Closed	-$3.9M	–	2092
2025 Q1	$3.9M	Buy	78,468 +37,202	+90%	+$1.85M	0.05%	446
2024 Q4	$2.04M	Buy	41,266 +33,691	+445%	+$1.67M	0.03%	671
2024 Q3	$378K	Buy	+7,575	New	+$376K	﹤0.01%	1474
2024 Q1	–	Sell	-24,969	Closed	-$1.24M	–	1010
2023 Q4	$1.24M	Sell	24,969 -11,270	-31%	-$560K	0.02%	799
2023 Q3	$1.8M	Buy	+36,239	New	+$1.8M	0.03%	606

Other funds holding XONE

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Atria Investments's XONE Position: Q2 2025 in Review

Atria Investments sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 78,468 shares — an estimated $3.9M sold.

Atria Investments first reported a position in XONE in Q3 2023 and held it in 5 quarters. The position peaked at $3.9M in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

Atria Investments reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 78,468 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $3.9M.
Atria Investments first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and held it in 5 quarters.
Atria Investments's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.9M in Q1 2025.
85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.