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Harvest Investment Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Harvest Investment Services’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 		$710K Buy
14,375
+450
+3% +$22.2K 0.11% 196
2026
Q1 		$690K Buy
13,925
+1,553
+13% +$76.9K 0.13% 161
2025
Q4 		$613K Buy
12,372
+6,615
+115% +$328K 0.12% 178
2025
Q3 		$286K Buy
5,757
+1,257
+28% +$62.3K 0.06% 259
2025
Q2 		$223K Buy
+4,500
New +$223K 0.05% 288

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Harvest Investment Services's XONE Position: Q2 2026 in Review

Harvest Investment Services increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 3.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 14,375 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #196.

Harvest Investment Services first reported a position in XONE in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Harvest Investment Services held 14,375 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $710K as of Q2 2026.
  • Harvest Investment Services bought 450 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $22.2K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.11% of Harvest Investment Services's portfolio in Q2 2026, its #196 holding.
  • Harvest Investment Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 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 Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.