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Compass Financial Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Compass Financial Group’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 		$2.81M Sell
56,899
-10,158
-15% -$502K 1.88% 17
2026
Q1 		$3.32M Sell
67,057
-61,187
-48% -$3.03M 2.43% 16
2025
Q4 		$6.35M Buy
+128,244
New +$6.36M 4.65% 5

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

Compass Financial Group's XONE Position: Q2 2026 in Review

Compass Financial Group reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 15% in Q2 2026, selling an estimated $502K and leaving 56,899 shares worth $2.81M. The position accounts for 1.88% of the portfolio, ranked #17.

Compass Financial Group first reported a position in XONE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.35M in Q4 2025. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Compass Financial Group held 56,899 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.81M as of Q2 2026.
  • Compass Financial Group sold 10,158 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $502K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 1.88% of Compass Financial Group's portfolio in Q2 2026, its #17 holding.
  • Compass Financial Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Compass Financial Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $6.35M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Compass Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.