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

Global Trust 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
2025
Q4 		– Sell
-352
Closed -$17.5K – 548
2025
Q3 		$17.5K Hold
352
– – 0.01% 357
2025
Q2 		$17.5K Hold
352
– – 0.01% 344
2025
Q1 		$17.5K Sell
352
-402
-53% -$19.9K 0.01% 318
2024
Q4 		$37.4K Buy
+754
New +$37.4K 0.01% 312

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Global Trust Asset Management's XONE Position: Q4 2025 in Review

Global Trust Asset Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2025, closing a stake of 352 shares — an estimated $17.5K sold.

Global Trust Asset Management first reported a position in XONE in Q4 2024 and held it in 4 quarters. The position peaked at $37.4K in Q4 2024. 97 funds tracked by Wall St. Rank hold XONE as of Q4 2025.

  • Global Trust Asset Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 352 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $17.5K.
  • Global Trust Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Global Trust Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $37.4K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.