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Capital Investment Counsel (Colorado)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Capital Investment Counsel (Colorado)’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 		$255K Buy
5,155
+505
+11% +$24.9K 0.03% 144
2026
Q1 		$230K Buy
+4,650
New +$230K 0.03% 141

Other funds holding XONE

AWM
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s XONE Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 11% in Q2 2026, buying an estimated $24.9K and bringing the position to 5,155 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #144.

Capital Investment Counsel (Colorado) first reported a position in XONE in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 5,155 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $255K as of Q2 2026.
  • Capital Investment Counsel (Colorado) bought 505 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $24.9K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.03% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #144 holding.
  • Capital Investment Counsel (Colorado) first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.