Farther Finance Advisors
XONE icon

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

Farther Finance 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
Q3 		$1.96M Sell
39,876
-3,194
-7% -$157K 0.01% 786
2026
Q2 		$2.13M Sell
43,070
-3,573
-8% -$176K 0.02% 709
2026
Q1 		$2.3M Buy
46,643
+4,392
+10% +$218K 0.02% 580
2025
Q4 		$2.09M Buy
42,251
+5,360
+15% +$266K 0.02% 564
2025
Q3 		$1.83M Buy
36,891
+1,946
+6% +$96.4K 0.03% 488
2025
Q2 		$1.73M Sell
34,945
-24,086
-41% -$1.19M 0.03% 416
2025
Q1 		$2.93M Buy
59,031
+38,502
+188% +$1.91M 0.07% 237
2024
Q4 		$1.02M Buy
20,529
+19,058
+1,296% +$946K 0.04% 367
2024
Q3 		$73.5K Buy
+1,471
New +$73.1K ﹤0.01% 1450

Other funds holding XONE

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors's XONE Position: Q3 2026 in Review

Farther Finance Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 7.4% in Q3 2026, selling an estimated $157K and leaving 39,876 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #786.

Farther Finance Advisors first reported a position in XONE in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.93M in Q1 2025. 8 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

  • Farther Finance Advisors held 39,876 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.96M as of Q3 2026.
  • Farther Finance Advisors sold 3,194 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $157K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #786 holding.
  • Farther Finance Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $2.93M in Q1 2025.
  • 8 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.