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Beacon Capital Management Inc (Ohio)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$94.5K Buy
1,908
+1,075
+129% +$53.3K 0.01% 64
2025
Q4 		$41.3K Buy
833
+627
+304% +$31.1K ﹤0.01% 63
2025
Q3 		$10.2K Buy
+206
New +$10.2K ﹤0.01% 100

Other funds holding XONE

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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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XONE Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 129% in Q1 2026, buying an estimated $53.3K and bringing the position to 1,908 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #64.

Beacon Capital Management Inc (Ohio) first reported a position in XONE in Q3 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 1,908 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $94.5K as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) bought 1,075 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $53.3K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #64 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 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 Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.