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Foundations Investment Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Foundations Investment Advisors’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
-4,451
Closed -$220K – 1320
2026
Q1 		$220K Buy
+4,451
New +$220K ﹤0.01% 1069

Other funds holding XONE

Bank of America
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
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

Foundations Investment Advisors's XONE Position: Q2 2026 in Review

Foundations Investment Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 4,451 shares — an estimated $220K sold.

Foundations Investment Advisors first reported a position in XONE in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Foundations Investment Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,451 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $220K.
  • Foundations Investment Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $220K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.