Brass Tax Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Brass Tax Wealth Management’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	$213K	Hold	4,280	–	–	0.04%	231
2025 Q2	$212K	Hold	4,280	–	–	0.04%	219
2025 Q1	$213K	Hold	4,280	–	–	0.04%	207
2024 Q4	$212K	Hold	4,280	–	–	0.04%	195
2024 Q3	$214K	Buy	4,280 +140	+3%	+$6.96K	0.05%	186
2024 Q2	$205K	Hold	4,140	–	–	0.09%	137
2024 Q1	$205K	Buy	+4,140	New	+$206K	0.11%	108

Other funds holding XONE

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

Brass Tax Wealth Management's XONE Position: Q3 2025 in Review

Brass Tax Wealth Management held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q3 2025 at 4,280 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #231.

Brass Tax Wealth Management first reported a position in XONE in Q1 2024 and has held it in 7 quarters since. The position peaked at $214K in Q3 2024. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

Brass Tax Wealth Management held 4,280 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $213K as of Q3 2025.
Brass Tax Wealth Management left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q3 2025.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #231 holding.
Brass Tax Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $214K in Q3 2024.
86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.