DAS
XONE icon

Dynamic Advisor Solutions’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Dynamic Advisor Solutions’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 		$1.26M Buy
25,496
+498
+2% +$24.6K 0.04% 433
2026
Q1 		$1.24M Buy
24,998
+4,016
+19% +$199K 0.04% 417
2025
Q4 		$1.04M Buy
20,982
+3,939
+23% +$195K 0.03% 450
2025
Q3 		$846K Buy
17,043
+8,054
+90% +$399K 0.02% 508
2025
Q2 		$446K Buy
8,989
+1,360
+18% +$67.4K 0.01% 631
2025
Q1 		$379K Buy
7,629
+749
+11% +$37.2K 0.01% 650
2024
Q4 		$341K Buy
+6,880
New +$341K 0.01% 503

Other funds holding XONE

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Dynamic Advisor Solutions's XONE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2% in Q2 2026, buying an estimated $24.6K and bringing the position to 25,496 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #433.

Dynamic Advisor Solutions first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Dynamic Advisor Solutions held 25,496 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.26M as of Q2 2026.
  • Dynamic Advisor Solutions bought 498 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $24.6K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #433 holding.
  • Dynamic Advisor Solutions first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 15 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.