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

Diversify Wealth 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 Q1	$668K	Sell	13,501 -9	-0.1%	-$446	0.01%	725
2025 Q4	$670K	Buy	13,510 +95	+0.7%	+$4.71K	0.03%	386
2025 Q3	$664K	Sell	13,415 -50	-0.4%	-$2.48K	0.04%	338
2025 Q2	$667K	Buy	13,465 +2,021	+18%	+$100K	0.04%	328
2025 Q1	$569K	Buy	11,444 +2,184	+24%	+$108K	0.04%	333
2024 Q4	$459K	Sell	9,260 -29	-0.3%	-$1.44K	0.04%	360
2024 Q3	$462K	Buy	9,289 +4,497	+94%	+$223K	0.04%	330
2024 Q2	$238K	Buy	+4,792	New	+$237K	0.03%	391

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Diversify Wealth Management's XONE Position: Q1 2026 in Review

Diversify Wealth Management reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.07% in Q1 2026, selling an estimated $446 and leaving 13,501 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #725.

Diversify Wealth Management first reported a position in XONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $670K in Q4 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Diversify Wealth Management held 13,501 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $668K as of Q1 2026.
Diversify Wealth Management sold 9 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $446.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #725 holding.
Diversify Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $670K in Q4 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.