ECA
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Elevated Capital Advisors's XONE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 23% in Q2 2026, selling an estimated $1.14K and leaving 76 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Elevated Capital Advisors first reported a position in XONE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.9K in Q1 2026. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Elevated Capital Advisors held 76 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $3.75K as of Q2 2026.
  • Elevated Capital Advisors sold 23 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.14K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #587 holding.
  • Elevated Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $4.9K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.