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
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 $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cassaday & Co Wealth Management's XONE Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026: 1,379 shares worth $68.3K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,379 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $68.3K as of Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #545 holding.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.