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

Compass Financial 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 		$308K Buy
+6,254
New +$309K 0.04% 351

Other funds holding XONE

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Compass Financial Management opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 6,254 shares worth $308K. The stake represents 0.04% of the portfolio and ranks #351 among its holdings.

96 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Compass Financial Management held 6,254 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $308K as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Compass Financial Management position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #351 holding.
  • 96 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

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