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

Focus Partners Wealth’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	$40M	Sell	809,753 -5,305	-0.7%	-$262K	0.04%	356
2026 Q1	$40.4M	Buy	815,058 +21,251	+3%	+$1.05M	0.04%	337
2025 Q4	$39.4M	Buy	793,807 +47,191	+6%	+$2.34M	0.05%	342
2025 Q3	$37.1M	Buy	746,616 +22,411	+3%	+$1.11M	0.06%	270
2025 Q2	$35.9M	Buy	+724,205	New	+$35.9M	0.08%	238
2025 Q1	–	Sell	-753,634	Closed	-$37.5M	–	2043
2024 Q4	$37.5M	Buy	+753,634	New	+$37.4M	0.1%	201
2024 Q3	–	Sell	-835,197	Closed	-$41.4M	–	1727
2024 Q2	$41.4M	Buy	+835,197	New	+$41.3M	0.14%	153

Other funds holding XONE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Focus Partners Wealth's XONE Position: Q2 2026 in Review

Focus Partners Wealth reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.65% in Q2 2026, selling an estimated $262K and leaving 809,753 shares worth $40M. The position accounts for 0.04% of the portfolio, ranked #356.

Focus Partners Wealth first reported a position in XONE in Q2 2024 and has held it in 7 quarters since. The position peaked at $41.4M in Q2 2024. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Focus Partners Wealth held 809,753 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $40M as of Q2 2026.
Focus Partners Wealth sold 5,305 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $262K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #356 holding.
Focus Partners Wealth first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Focus Partners Wealth's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $41.4M in Q2 2024.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.