Buck Wealth Strategies’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Buck Wealth Strategies’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	$15.6M	Sell	316,178 -1,782	-0.6%	-$88K	1.63%	14
2026 Q1	$15.7M	Buy	317,960 +56,589	+22%	+$2.8M	1.94%	14
2025 Q4	$12.9M	Sell	261,371 -19,224	-7%	-$953K	1.64%	20
2025 Q3	$13.9M	Sell	280,595 -5,970	-2%	-$296K	1.91%	12
2025 Q2	$14.2M	Buy	286,565 +53,646	+23%	+$2.66M	2.17%	11
2025 Q1	$11.6M	Buy	+232,919	New	+$11.6M	2.1%	11

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

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Buck Wealth Strategies's XONE Position: Q2 2026 in Review

Buck Wealth Strategies reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.56% in Q2 2026, selling an estimated $88K and leaving 316,178 shares worth $15.6M. The position accounts for 1.63% of the portfolio, ranked #14.

Buck Wealth Strategies first reported a position in XONE in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7M in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Buck Wealth Strategies held 316,178 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $15.6M as of Q2 2026.
Buck Wealth Strategies sold 1,782 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $88K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 1.63% of Buck Wealth Strategies's portfolio in Q2 2026, its #14 holding.
Buck Wealth Strategies first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $15.7M in Q1 2026.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.