AWM
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Axxcess Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Axxcess Wealth Management’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
-7,460
Closed -$371K – 929
2025
Q1 		$371K Buy
7,460
+3,078
+70% +$153K 0.01% 616
2024
Q4 		$217K Buy
+4,382
New +$218K 0.01% 793

Other funds holding XONE

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

Axxcess Wealth Management's XONE Position: Q2 2025 in Review

Axxcess Wealth Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 7,460 shares — an estimated $371K sold.

Axxcess Wealth Management first reported a position in XONE in Q4 2024 and held it in 2 quarters. The position peaked at $371K in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Axxcess Wealth Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,460 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $371K.
  • Axxcess Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $371K 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 Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.