Cetera Investment Advisers’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Cetera Investment Advisers’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	$11.1M	Buy	224,932 +1,933	+0.9%	+$95.5K	0.01%	1096
2026 Q1	$11M	Buy	222,999 +41,110	+23%	+$2.04M	0.01%	1011
2025 Q4	$9.01M	Sell	181,889 -22,088	-11%	-$1.1M	0.01%	1096
2025 Q3	$10.1M	Buy	203,977 +148,540	+268%	+$7.36M	0.01%	977
2025 Q2	$2.75M	Sell	55,437 -1,501	-3%	-$74.4K	﹤0.01%	1612
2025 Q1	$2.83M	Buy	56,938 +10,541	+23%	+$523K	0.01%	1487
2024 Q4	$2.3M	Buy	+46,397	New	+$2.3M	﹤0.01%	1548

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

Cetera Investment Advisers's XONE Position: Q2 2026 in Review

Cetera Investment Advisers increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.87% in Q2 2026, buying an estimated $95.5K and bringing the position to 224,932 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1096.

Cetera Investment Advisers first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Cetera Investment Advisers held 224,932 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $11.1M as of Q2 2026.
Cetera Investment Advisers bought 1,933 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $95.5K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1096 holding.
Cetera Investment Advisers 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.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.