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 Q2	$105K	Buy	2,127 +219	+11%	+$10.8K	0.01%	65
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWM

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AFS

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Beacon Capital Management Inc (Ohio)'s XONE Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 11% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,127 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #65.

Beacon Capital Management Inc (Ohio) first reported a position in XONE in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 2,127 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $105K as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 219 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $10.8K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #65 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 4 quarters since.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.