Envestnet Asset Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Envestnet Asset Management’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	$5.19M	Buy	105,029 +15,194	+17%	+$750K	﹤0.01%	2440
2026 Q1	$4.45M	Buy	89,835 +5,982	+7%	+$296K	﹤0.01%	2398
2025 Q4	$4.15M	Sell	83,853 -9,903	-11%	-$491K	﹤0.01%	2307
2025 Q3	$4.66M	Buy	93,756 +7,106	+8%	+$352K	﹤0.01%	2290
2025 Q2	$4.3M	Sell	86,650 -201,070	-70%	-$9.97M	﹤0.01%	2291
2025 Q1	$14.3M	Buy	287,720 +84,214	+41%	+$4.18M	﹤0.01%	1410
2024 Q4	$10.1M	Buy	203,506 +192,674	+1,779%	+$9.56M	﹤0.01%	1640
2024 Q3	$541K	Buy	10,832 +4,475	+70%	+$222K	﹤0.01%	3506
2024 Q2	$315K	Buy	6,357 +1,841	+41%	+$91K	﹤0.01%	3710
2024 Q1	$224K	Sell	4,516 -7,760	-63%	-$386K	﹤0.01%	3890
2023 Q4	$611K	Buy	12,276 +731	+6%	+$36.3K	﹤0.01%	3221
2023 Q3	$574K	Buy	+11,545	New	+$574K	﹤0.01%	3176

Other funds holding XONE

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 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

Envestnet Asset Management's XONE Position: Q2 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 17% in Q2 2026, buying an estimated $750K and bringing the position to 105,029 shares worth $5.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Envestnet Asset Management first reported a position in XONE in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q1 2025. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Envestnet Asset Management held 105,029 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $5.19M as of Q2 2026.
Envestnet Asset Management bought 15,194 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $750K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2440 holding.
Envestnet Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $14.3M in Q1 2025.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.