GRP
XONE icon

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
2026
Q2 		$633K Buy
+12,826
New +$633K 0.01% 924
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 $1.55T 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

Global Retirement Partners's XONE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 12,826 shares worth $633K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XONE as recently as Q4 2025.

Global Retirement Partners first reported a position in XONE in Q1 2023 and has held it in 12 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Global Retirement Partners held 12,826 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $633K as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #924 holding.
  • Global Retirement Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and has held it in 12 quarters since.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.