Baird Financial Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Baird Financial Group’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	$4.13M	Buy	83,366 +10,622	+15%	+$526K	0.01%	795
2025 Q4	$3.6M	Buy	72,744 +257	+0.4%	+$12.7K	0.01%	837
2025 Q3	$3.6M	Buy	72,487 +599	+0.8%	+$29.7K	0.01%	854
2025 Q2	$3.57M	Sell	71,888 -681	-0.9%	-$33.8K	0.01%	828
2025 Q1	$3.61M	Buy	72,569 +102	+0.1%	+$5.06K	0.01%	785
2024 Q4	$3.59M	Buy	72,467 +61,826	+581%	+$3.07M	0.01%	786
2024 Q3	$531K	Buy	10,641 +49	+0.5%	+$2.44K	﹤0.01%	1360
2024 Q2	$525K	Buy	10,592 +457	+5%	+$22.6K	﹤0.01%	1369
2024 Q1	$503K	Buy	+10,135	New	+$504K	﹤0.01%	1376

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMC

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

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

AFS

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

BWS

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

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group's XONE Position: Q1 2026 in Review

Baird Financial Group increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 15% in Q1 2026, buying an estimated $526K and bringing the position to 83,366 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #795.

Baird Financial Group first reported a position in XONE in Q1 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Baird Financial Group held 83,366 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $4.13M as of Q1 2026.
Baird Financial Group bought 10,622 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $526K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #795 holding.
Baird Financial Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.