Cary Street Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Cary Street Partners’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	$775K	Sell	15,707 -2,755	-15%	-$136K	0.02%	555
2026 Q1	$914K	Sell	18,462 -200	-1%	-$9.91K	0.02%	457
2025 Q4	$924K	Sell	18,662 -25	-0.1%	-$1.24K	0.02%	452
2025 Q3	$928K	Sell	18,687 -2,450	-12%	-$121K	0.02%	439
2025 Q2	$1.05M	Sell	21,137 -100	-0.5%	-$4.96K	0.03%	407
2025 Q1	$1.06M	Buy	21,237 +1,000	+5%	+$49.6K	0.03%	380
2024 Q4	$1M	Buy	+20,237	New	+$1M	0.03%	384

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cary Street Partners's XONE Position: Q2 2026 in Review

Cary Street Partners reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 15% in Q2 2026, selling an estimated $136K and leaving 15,707 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #555.

Cary Street Partners first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q1 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Cary Street Partners held 15,707 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $775K as of Q2 2026.
Cary Street Partners sold 2,755 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $136K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #555 holding.
Cary Street Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.06M in Q1 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.