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EP Wealth Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

EP Wealth 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 		$12.6M Buy
256,126
+239,156
+1,409% +$11.8M 0.05% 240
2026
Q1 		$840K Buy
16,970
+8,610
+103% +$427K ﹤0.01% 700
2025
Q4 		$414K Buy
+8,360
New +$415K ﹤0.01% 966

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EP Wealth Advisors's XONE Position: Q2 2026 in Review

EP Wealth Advisors increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1,409% in Q2 2026, buying an estimated $11.8M and bringing the position to 256,126 shares worth $12.6M. The position accounts for 0.05% of the portfolio, ranked #240.

EP Wealth Advisors first reported a position in XONE in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • EP Wealth Advisors held 256,126 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $12.6M as of Q2 2026.
  • EP Wealth Advisors bought 239,156 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $11.8M.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • EP Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.