Avantax Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Avantax Advisory Services’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	$8.81M	Sell	177,587 -3,219	-2%	-$160K	0.05%	303
2025 Q1	$8.99M	Sell	180,806 -4,999	-3%	-$248K	0.05%	270
2024 Q4	$9.2M	Buy	185,805 +103,962	+127%	+$5.16M	0.06%	249
2024 Q3	$4.09M	Buy	81,843 +4,655	+6%	+$231K	0.03%	448
2024 Q2	$3.82M	Buy	77,188 +2,885	+4%	+$143K	0.03%	445
2024 Q1	$3.69M	Buy	74,303 +53,232	+253%	+$2.65M	0.03%	380
2023 Q4	$1.05M	Sell	21,071 -157,677	-88%	-$7.84M	0.01%	690
2023 Q3	$8.89M	Buy	178,748 +10,768	+6%	+$535K	0.1%	160
2023 Q2	$8.34M	Buy	167,980 +8,478	+5%	+$422K	0.1%	168
2023 Q1	$7.98M	Buy	+159,502	New	+$7.95M	0.1%	165

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

Avantax Advisory Services's XONE Position: Q2 2025 in Review

Avantax Advisory Services reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.8% in Q2 2025, selling an estimated $160K and leaving 177,587 shares worth $8.81M. The position accounts for 0.05% of the portfolio, ranked #303.

Avantax Advisory Services first reported a position in XONE in Q1 2023 and has held it in 10 quarters since. The position peaked at $9.2M in Q4 2024. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

Avantax Advisory Services held 177,587 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $8.81M as of Q2 2025.
Avantax Advisory Services sold 3,219 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $160K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #303 holding.
Avantax Advisory Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $9.2M in Q4 2024.
85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.