CAWM
XONE icon

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

Capital A Wealth Management’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 		$10K Buy
201
+198
+6,600% +$9.81K 0.11% 193
2025
Q1 		$149 Buy
+3
New +$149 ﹤0.01% 690

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

Capital A Wealth Management's XONE Position: Q2 2025 in Review

Capital A Wealth Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 6,600% in Q2 2025, buying an estimated $9.81K and bringing the position to 201 shares worth $10K. The position accounts for 0.11% of the portfolio, ranked #193.

Capital A Wealth Management first reported a position in XONE in Q1 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Capital A Wealth Management held 201 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $10K as of Q2 2025.
  • Capital A Wealth Management bought 198 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $9.81K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #193 holding.
  • Capital A Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.