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Golden State Equity Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Golden State Equity 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 		– Sell
-50
Closed -$2.48K – 1783
2026
Q1 		$2.48K Buy
+50
New +$2.48K ﹤0.01% 1623
2023
Q3 		– Sell
-13,814
Closed -$686K – 362
2023
Q2 		$686K Buy
+13,814
New +$688K 0.19% 131

Other funds holding XONE

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Golden State Equity Partners's XONE Position: Q2 2026 in Review

Golden State Equity Partners sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 50 shares — an estimated $2.48K sold.

Golden State Equity Partners first reported a position in XONE in Q2 2023 and held it in 2 quarters. The position peaked at $686K in Q2 2023. 46 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Golden State Equity Partners reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 50 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.48K.
  • Golden State Equity Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Golden State Equity Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $686K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.