Focus Partners Wealth
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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
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
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return