Elevated Capital Advisors
XONE icon

Elevated Capital Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Elevated Capital Advisors’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 		– Sell
-76
Closed -$3.75K – 889
2026
Q2 		$3.75K Sell
76
-23
-23% -$1.14K ﹤0.01% 587
2026
Q1 		$4.9K Buy
+99
New +$4.9K ﹤0.01% 545

Other funds holding XONE

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Warren Street Wealth Advisors
Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 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
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Elevated Capital Advisors's XONE Position: Q3 2026 in Review

Elevated Capital Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2026, closing a stake of 76 shares — an estimated $3.75K sold.

Elevated Capital Advisors first reported a position in XONE in Q1 2026 and held it in 2 quarters. The position peaked at $4.9K in Q1 2026. 65 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

  • Elevated Capital Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 76 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $3.75K.
  • Elevated Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and held it in 2 quarters.
  • Elevated Capital Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $4.9K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.