Cambridge Investment Research Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Cambridge Investment Research Advisors’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	$232K	Buy	4,678 +176	+4%	+$8.72K	﹤0.01%	3541
2025 Q4	$223K	Buy	+4,502	New	+$223K	﹤0.01%	3487
2025 Q2	–	Sell	-4,605	Closed	-$229K	–	3774
2025 Q1	$229K	Buy	4,605 +339	+8%	+$16.8K	﹤0.01%	3096
2024 Q4	$211K	Sell	4,266 -18,934	-82%	-$940K	﹤0.01%	3160
2024 Q3	$1.16M	Buy	23,200 +1,704	+8%	+$84.7K	﹤0.01%	1756
2024 Q2	$1.06M	Sell	21,496 -774	-3%	-$38.3K	﹤0.01%	1730
2024 Q1	$1.1M	Buy	22,270 +1,900	+9%	+$94.4K	﹤0.01%	1657
2023 Q4	$1.01M	Buy	+20,370	New	+$1.01M	﹤0.01%	1651

Other funds holding XONE

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 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 $305M AUM 15.71% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors's XONE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 3.9% in Q1 2026, buying an estimated $8.72K and bringing the position to 4,678 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Cambridge Investment Research Advisors first reported a position in XONE in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.16M in Q3 2024. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Cambridge Investment Research Advisors held 4,678 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $232K as of Q1 2026.
Cambridge Investment Research Advisors bought 176 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $8.72K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3541 holding.
Cambridge Investment Research Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.16M in Q3 2024.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.