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Elm3 Financial Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Elm3 Financial Group’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 		$272K Buy
+5,517
New +$272K 0.19% 111

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

Elm3 Financial Group's XONE Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 5,517 shares worth $272K. The stake represents 0.19% of the portfolio and ranks #111 among its holdings.

102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Elm3 Financial Group held 5,517 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $272K as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Elm3 Financial Group position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.19% of Elm3 Financial Group's portfolio in Q2 2026, its #111 holding.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.