BCI
XONE icon

Brinker Capital Investments’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Brinker Capital Investments’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 		$4.6M Sell
92,793
-62,324
-40% -$3.09M 0.04% 392
2025
Q4 		$7.68M Buy
155,117
+4,025
+3% +$200K 0.06% 303
2025
Q3 		$7.5M Sell
151,092
-56,202
-27% -$2.78M 0.06% 301
2025
Q2 		$10.3M Buy
207,294
+15,024
+8% +$745K 0.09% 208
2025
Q1 		$9.56M Buy
192,270
+11,177
+6% +$555K 0.09% 211
2024
Q4 		$8.97M Sell
181,093
-96,940
-35% -$4.81M 0.09% 214
2024
Q3 		$13.9M Buy
278,033
+6,604
+2% +$328K 0.14% 141
2024
Q2 		$13.4M Buy
271,429
+6,851
+3% +$339K 0.14% 141
2024
Q1 		$13.1M Sell
264,578
-13,587
-5% -$675K 0.14% 149
2023
Q4 		$13.8M Buy
278,165
+80,656
+41% +$4.01M 0.16% 133
2023
Q3 		$9.82M Sell
197,509
-193,004
-49% -$9.59M 0.12% 167
2023
Q2 		$19.4M Buy
+390,513
New +$19.4M 0.21% 85

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $282M AUM 12.46% 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