EIP
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Ellis Investment Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Ellis Investment Partners’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 		$262K Buy
5,304
+505
+11% +$24.9K 0.04% 250
2026
Q1 		$238K Buy
+4,799
New +$238K 0.04% 242

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

Ellis Investment Partners's XONE Position: Q2 2026 in Review

Ellis Investment Partners increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 11% in Q2 2026, buying an estimated $24.9K and bringing the position to 5,304 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #250.

Ellis Investment Partners first reported a position in XONE in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Ellis Investment Partners held 5,304 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $262K as of Q2 2026.
  • Ellis Investment Partners bought 505 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $24.9K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Ellis Investment Partners's portfolio in Q2 2026, its #250 holding.
  • Ellis Investment Partners 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.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.