CIAS
XONE icon

CFS Investment Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

CFS Investment Advisory Services’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 		$357K Sell
7,255
-6,496
-47% -$321K 0.02% 294
2026
Q1 		$681K Sell
13,751
-687
-5% -$34K 0.05% 227
2025
Q4 		$715K Sell
14,438
-928
-6% -$46K 0.05% 210
2025
Q3 		$763K Buy
+15,366
New +$761K 0.06% 200

Other funds holding XONE

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CFS Investment Advisory Services's XONE Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 47% in Q2 2026, selling an estimated $321K and leaving 7,255 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #294.

CFS Investment Advisory Services first reported a position in XONE in Q3 2025 and has held it in 4 quarters since. The position peaked at $763K in Q3 2025. 19 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • CFS Investment Advisory Services held 7,255 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $357K as of Q2 2026.
  • CFS Investment Advisory Services sold 6,496 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $321K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #294 holding.
  • CFS Investment Advisory Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • CFS Investment Advisory Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $763K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.