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

Exchange Capital 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
2025 Q2	$2.53M	Sell	50,949 -4,973	-9%	-$246K	0.38%	78
2025 Q1	$2.78M	Buy	55,922 +2,280	+4%	+$113K	0.45%	73
2024 Q4	$2.66M	Buy	53,642 +13,232	+33%	+$657K	0.42%	76
2024 Q3	$2.02M	Buy	40,410 +4,695	+13%	+$233K	0.32%	89
2024 Q2	$1.77M	Buy	35,715 +6,266	+21%	+$310K	0.29%	99
2024 Q1	$1.46M	Buy	29,449 +10,571	+56%	+$525K	0.24%	102
2023 Q4	$940K	Buy	18,878 +6,197	+49%	+$308K	0.17%	119
2023 Q3	$631K	Buy	+12,681	New	+$630K	0.12%	138

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Exchange Capital Management's XONE Position: Q2 2025 in Review

Exchange Capital Management reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 8.9% in Q2 2025, selling an estimated $246K and leaving 50,949 shares worth $2.53M. The position accounts for 0.38% of the portfolio, ranked #78.

Exchange Capital Management first reported a position in XONE in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.78M in Q1 2025. 84 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

Exchange Capital Management held 50,949 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.53M as of Q2 2025.
Exchange Capital Management sold 4,973 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $246K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.38% of Exchange Capital Management's portfolio in Q2 2025, its #78 holding.
Exchange Capital Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 8 quarters since.
Exchange Capital Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $2.78M in Q1 2025.
84 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.