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 Q2	$227K	Sell	4,598 -80	-2%	-$3.95K	﹤0.01%	3707
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 $1.55T AUM 33.47% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $26.2B AUM

Cambridge Investment Research Advisors's XONE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.7% in Q2 2026, selling an estimated $3.95K and leaving 4,598 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Cambridge Investment Research Advisors first reported a position in XONE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2024. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Cambridge Investment Research Advisors held 4,598 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $227K as of Q2 2026.
Cambridge Investment Research Advisors sold 80 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.95K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3707 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 9 quarters since.
Cambridge Investment Research Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.16M in Q3 2024.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.