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

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-386
Closed -$19.2K – 1040
2025
Q2 		$19.2K Buy
386
+78
+25% +$3.87K ﹤0.01% 507
2025
Q1 		$15.3K Buy
+308
New +$15.3K ﹤0.01% 530

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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XONE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2025, closing a stake of 386 shares — an estimated $19.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XONE in Q1 2025 and held it in 2 quarters. The position peaked at $19.2K in Q2 2025. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 386 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $19.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.2K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.