Blue Trust Inc
XONE icon

Blue Trust Inc’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Blue Trust Inc’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 		– Sell
-400
Closed -$19.8K – 2697
2025
Q4 		$19.8K Hold
400
– – ﹤0.01% 1681
2025
Q3 		$19.9K Buy
+400
New +$19.8K ﹤0.01% 1663

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $956M AUM 13.47% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Blue Trust Inc's XONE Position: Q1 2026 in Review

Blue Trust Inc sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026, closing a stake of 400 shares — an estimated $19.8K sold.

Blue Trust Inc first reported a position in XONE in Q3 2025 and held it in 2 quarters. The position peaked at $19.9K in Q3 2025. 99 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Blue Trust Inc reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 400 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $19.8K.
  • Blue Trust Inc first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.9K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.