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 Q2	–	Sell	-7,454	Closed	-$369K	–	417
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 $1.55T 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Formidable Asset Management's XONE Position: Q2 2026 in Review

Formidable Asset Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 7,454 shares — an estimated $369K sold.

Formidable Asset Management first reported a position in XONE in Q4 2024 and held it in 6 quarters. The position peaked at $370K in Q4 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Formidable Asset Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Formidable Asset Management sold 7,454 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $369K.
Formidable Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 6 quarters.
Formidable Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $370K in Q4 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.