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 Q2	$2.16M	Sell	43,828 -48,965	-53%	-$2.42M	0.02%	754
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 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

Brinker Capital Investments's XONE Position: Q2 2026 in Review

Brinker Capital Investments reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 53% in Q2 2026, selling an estimated $2.42M and leaving 43,828 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #754.

Brinker Capital Investments first reported a position in XONE in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.4M in Q2 2023. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Brinker Capital Investments held 43,828 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.16M as of Q2 2026.
Brinker Capital Investments sold 48,965 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.42M.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #754 holding.
Brinker Capital Investments first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Brinker Capital Investments's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.4M in Q2 2023.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.