Courier Capital’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Courier Capital’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 Q3	$3.19M	Buy	64,800 +14,010	+28%	+$690K	0.16%	130
2026 Q2	$2.51M	Buy	50,790 +3,335	+7%	+$165K	0.13%	149
2026 Q1	$2.35M	Buy	47,455 +36,636	+339%	+$1.81M	0.13%	147
2025 Q4	$536K	Buy	+10,819	New	+$537K	0.03%	262

Other funds holding XONE

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Courier Capital's XONE Position: Q3 2026 in Review

Courier Capital increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 28% in Q3 2026, buying an estimated $690K and bringing the position to 64,800 shares worth $3.19M. The position accounts for 0.16% of the portfolio, ranked #130.

Courier Capital first reported a position in XONE in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

Courier Capital held 64,800 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $3.19M as of Q3 2026.
Courier Capital bought 14,010 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $690K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.16% of Courier Capital's portfolio in Q3 2026, its #130 holding.
Courier Capital first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.