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

Confluence Investment 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 		$2.99M Buy
+60,474
New +$2.99M 0.05% 133
2024
Q4 		– Sell
-150,419
Closed -$7.51M – 312
2024
Q3 		$7.51M Buy
+150,419
New +$7.47M 0.1% 121
2024
Q1 		– Sell
-438,363
Closed -$21.8M – 317
2023
Q4 		$21.8M Sell
438,363
-179,238
-29% -$8.91M 0.31% 80
2023
Q3 		$30.7M Buy
+617,601
New +$30.7M 0.48% 59

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
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Confluence Investment Management's XONE Position: Q2 2026 in Review

Confluence Investment Management opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 60,474 shares worth $2.99M. The stake represents 0.05% of the portfolio and ranks #133 among its holdings. This is a return to the name: Confluence Investment Management previously reported a position in XONE as recently as Q3 2024.

Confluence Investment Management first reported a position in XONE in Q3 2023 and has held it in 4 quarters since. The position peaked at $30.7M in Q3 2023. 22 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Confluence Investment Management held 60,474 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.99M as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Confluence Investment Management position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.05% of Confluence Investment Management's portfolio in Q2 2026, its #133 holding.
  • Confluence Investment Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 4 quarters since.
  • Confluence Investment Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $30.7M in Q3 2023.
  • 22 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.