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

Creekmur Asset 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
2025
Q3 		$133K Hold
2,680
– – 0.02% 246
2025
Q2 		$133K Hold
2,680
– – 0.02% 255
2025
Q1 		$133K Hold
2,680
– – 0.03% 227
2024
Q4 		$133K Buy
2,680
+400
+18% +$19.9K 0.03% 142
2024
Q3 		$114K Sell
2,280
-182
-7% -$9.04K 0.03% 147
2024
Q2 		$122K Sell
2,462
-782
-24% -$38.7K 0.03% 158
2024
Q1 		$161K Sell
3,244
-1,460
-31% -$72.5K 0.06% 134
2023
Q4 		$234K Buy
+4,704
New +$234K 0.07% 122

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creekmur Asset Management's XONE Position: Q3 2025 in Review

Creekmur Asset Management held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q3 2025 at 2,680 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #246.

Creekmur Asset Management first reported a position in XONE in Q4 2023 and has held it in 8 quarters since. The position peaked at $234K in Q4 2023. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

  • Creekmur Asset Management held 2,680 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $133K as of Q3 2025.
  • Creekmur Asset Management left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q3 2025.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #246 holding.
  • Creekmur Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $234K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.