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

Formidable Asset 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
2026 Q1	$369K	Buy	7,454 +1	+0%	+$50	0.06%	279
2025 Q4	$370K	Buy	7,453 +1,817	+32%	+$90.1K	0.05%	299
2025 Q3	$280K	Buy	5,636 +445	+9%	+$22K	0.04%	331
2025 Q2	$258K	Hold	5,191	–	–	0.04%	329
2025 Q1	$258K	Buy	5,191 +357	+7%	+$17.7K	0.04%	328
2024 Q4	$239K	Buy	+4,834	New	+$240K	0.04%	331

Other funds holding XONE

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $305M AUM 15.71% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Formidable Asset Management's XONE Position: Q1 2026 in Review

Formidable Asset Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.01% in Q1 2026, buying an estimated $50 and bringing the position to 7,454 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #279.

Formidable Asset Management first reported a position in XONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q4 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Formidable Asset Management held 7,454 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $369K as of Q1 2026.
Formidable Asset Management bought 1 BondBloxx Bloomberg One Year Target Duration US Treasury ETF share in Q1 2026, an estimated $50.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.06% of Formidable Asset Management's portfolio in Q1 2026, its #279 holding.
Formidable Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Formidable Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $370K in Q4 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Formidable Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.