EWM
XONE icon

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

Evolution Wealth 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 		$5.64K Hold
114
– – ﹤0.01% 602
2025
Q4 		$5.65K Hold
114
– – ﹤0.01% 532
2025
Q3 		$5.66K Buy
+114
New +$5.65K 0.01% 437

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 $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 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

Evolution Wealth Management's XONE Position: Q1 2026 in Review

Evolution Wealth Management held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q1 2026 at 114 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Evolution Wealth Management first reported a position in XONE in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.66K in Q3 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Evolution Wealth Management held 114 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $5.64K as of Q1 2026.
  • Evolution Wealth Management left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #602 holding.
  • Evolution Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $5.66K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.