Dynamic Advisor Solutions
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
Q3 		$916K Sell
18,622
-6,874
-27% -$339K 0.03% 488
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Confluence Investment Management
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Dynamic Advisor Solutions's XONE Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 27% in Q3 2026, selling an estimated $339K and leaving 18,622 shares worth $916K. The position accounts for 0.03% of the portfolio, ranked #488.

Dynamic Advisor Solutions first reported a position in XONE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q2 2026. 22 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

  • Dynamic Advisor Solutions held 18,622 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $916K as of Q3 2026.
  • Dynamic Advisor Solutions sold 6,874 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $339K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #488 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 8 quarters since.
  • Dynamic Advisor Solutions's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.26M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.