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Burkett Financial Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-642
Closed -$31.9K – 259
2025
Q1 		$31.9K Buy
+642
New +$31.9K 0.01% 111

Other funds holding XONE

Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Burkett Financial Services's XONE Position: Q2 2025 in Review

Burkett Financial Services sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 642 shares — an estimated $31.9K sold.

Burkett Financial Services first reported a position in XONE in Q1 2025 and held it in 1 quarter. The position peaked at $31.9K in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Burkett Financial Services reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 642 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $31.9K.
  • Burkett Financial Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $31.9K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.