Diversify Wealth Management
XONE icon

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
Q2 		$668K Buy
13,546
+45
+0.3% +$2.22K 0.01% 782
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Diversify Wealth Management's XONE Position: Q2 2026 in Review

Diversify Wealth Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.33% in Q2 2026, buying an estimated $2.22K and bringing the position to 13,546 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #782.

Diversify Wealth Management first reported a position in XONE in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q4 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Diversify Wealth Management held 13,546 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $668K as of Q2 2026.
  • Diversify Wealth Management bought 45 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.22K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #782 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 9 quarters since.
  • Diversify Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $670K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.