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

Bulwark Capital’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 Q3	$1.3M	Sell	26,379 -445	-2%	-$21.9K	0.69%	33
2026 Q2	$1.32M	Buy	26,824 +1,572	+6%	+$77.6K	0.75%	27
2026 Q1	$1.25M	Buy	+25,252	New	+$1.25M	0.77%	27

Other funds holding XONE

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

S&A Financial Services Overland Park, Kansas $162M AUM

Mendel Money Management Northbrook, Illinois $277M AUM 27.66% 1-Year Est. Return

Bulwark Capital's XONE Position: Q3 2026 in Review

Bulwark Capital reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.7% in Q3 2026, selling an estimated $21.9K and leaving 26,379 shares worth $1.3M. The position accounts for 0.69% of the portfolio, ranked #33.

Bulwark Capital first reported a position in XONE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.32M in Q2 2026. 41 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

Bulwark Capital held 26,379 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.3M as of Q3 2026.
Bulwark Capital sold 445 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $21.9K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.69% of Bulwark Capital's portfolio in Q3 2026, its #33 holding.
Bulwark Capital first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
Bulwark Capital's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.32M in Q2 2026.
41 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.