GM
XONE icon

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

GeoWealth 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
2025
Q2 		– Sell
-16,208
Closed -$806K – 1297
2025
Q1 		$806K Buy
16,208
+6,710
+71% +$333K 0.03% 317
2024
Q4 		$471K Buy
+9,498
New +$471K 0.02% 484

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

GeoWealth Management's XONE Position: Q2 2025 in Review

GeoWealth Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 16,208 shares — an estimated $806K sold.

GeoWealth Management first reported a position in XONE in Q4 2024 and held it in 2 quarters. The position peaked at $806K in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • GeoWealth Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 16,208 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $806K.
  • GeoWealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $806K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.