FGG
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Financial Guidance Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Financial Guidance Group’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 		$6.32M Sell
127,971
-3,186
-2% -$157K 2.36% 12
2026
Q1 		$6.49M Sell
131,157
-441
-0.3% -$21.8K 2.61% 12
2025
Q4 		$6.52M Sell
131,598
-10,085
-7% -$500K 2.67% 11
2025
Q3 		$7.04M Sell
141,683
-18,341
-11% -$909K 3.15% 7
2025
Q2 		$7.94M Sell
160,024
-39,051
-20% -$1.94M 3.86% 7
2025
Q1 		$9.9M Sell
199,075
-2,975
-1% -$148K 5.35% 6
2024
Q4 		$10M Buy
202,050
+167,132
+479% +$8.3M 5.48% 5
2024
Q3 		$1.74M Sell
34,918
-3,211
-8% -$160K 1.02% 26
2024
Q2 		$1.89M Sell
38,129
-9,484
-20% -$469K 1.16% 23
2024
Q1 		$2.36M Sell
47,613
-386
-0.8% -$19.2K 1.53% 21
2023
Q4 		$2.39M Buy
47,999
+34,349
+252% +$1.71M 1.66% 21
2023
Q3 		$679K Buy
+13,650
New +$678K 0.51% 27

Other funds holding XONE

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
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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

Financial Guidance Group's XONE Position: Q2 2026 in Review

Financial Guidance Group reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.4% in Q2 2026, selling an estimated $157K and leaving 127,971 shares worth $6.32M. The position accounts for 2.36% of the portfolio, ranked #12.

Financial Guidance Group first reported a position in XONE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10M in Q4 2024. 40 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Financial Guidance Group held 127,971 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $6.32M as of Q2 2026.
  • Financial Guidance Group sold 3,186 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $157K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 2.36% of Financial Guidance Group's portfolio in Q2 2026, its #12 holding.
  • Financial Guidance Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • Financial Guidance Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $10M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.