GRP
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Global Retirement Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Global Retirement Partners’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
Q4 		$419K Buy
8,457
+4,565
+117% +$226K 0.01% 1052
2025
Q3 		$193K Sell
3,892
-13
-0.3% -$644 ﹤0.01% 1200
2025
Q2 		$194K Buy
+3,905
New +$194K ﹤0.01% 1110
2024
Q4 		$191K Buy
3,854
+107
+3% +$5.31K 0.01% 976
2024
Q3 		$187K Buy
3,747
+31
+0.8% +$1.54K 0.01% 938
2024
Q2 		$184K Buy
3,716
+126
+4% +$6.23K 0.01% 918
2024
Q1 		$178K Buy
3,590
+528
+17% +$26.2K 0.01% 836
2023
Q4 		$153K Buy
3,062
+188
+7% +$9.35K 0.01% 864
2023
Q3 		$142K Buy
2,874
+15
+0.5% +$745 0.01% 801
2023
Q2 		$142K Sell
2,859
-94
-3% -$4.68K 0.01% 816
2023
Q1 		$147K Buy
+2,953
New +$147K 0.01% 785

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
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return