Envestnet Asset Management
XONE icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management's XONE Position: Q1 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 7.1% in Q1 2026, buying an estimated $296K and bringing the position to 89,835 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Envestnet Asset Management first reported a position in XONE in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Envestnet Asset Management held 89,835 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $4.45M as of Q1 2026.
  • Envestnet Asset Management bought 5,982 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $296K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2398 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 11 quarters since.
  • Envestnet Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $14.3M in Q1 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.