CCWM
XONE icon

Cassaday & Co Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Cassaday & Co 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
2026
Q2 		– Sell
-1,379
Closed -$68.3K – 1441
2026
Q1 		$68.3K Buy
+1,379
New +$68.3K ﹤0.01% 545

Other funds holding XONE

Bank of America
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
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

Cassaday & Co Wealth Management's XONE Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 1,379 shares — an estimated $68.3K sold.

Cassaday & Co Wealth Management first reported a position in XONE in Q1 2026 and held it in 1 quarter. The position peaked at $68.3K in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1,379 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $68.3K.
  • Cassaday & Co Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $68.3K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.