HighTower Advisors
XONE icon

HighTower Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

HighTower Advisors’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
Q1 		$1.55M Buy
31,254
+7,518
+32% +$372K ﹤0.01% 1875
2025
Q4 		$1.18M Sell
23,736
-11,102
-32% -$551K ﹤0.01% 2006
2025
Q3 		$1.73M Sell
34,838
-23,068
-40% -$1.14M ﹤0.01% 1720
2025
Q2 		$2.87M Sell
57,906
-109,141
-65% -$5.41M ﹤0.01% 1372
2025
Q1 		$8.31M Sell
167,047
-40,705
-20% -$2.02M 0.01% 844
2024
Q4 		$10.3M Sell
207,752
-68,532
-25% -$3.4M 0.01% 739
2024
Q3 		$13.8M Sell
276,284
-21,249
-7% -$1.06M 0.02% 630
2024
Q2 		$14.7M Buy
297,533
+51,403
+21% +$2.54M 0.02% 575
2024
Q1 		$12.2M Buy
246,130
+3,403
+1% +$169K 0.02% 623
2023
Q4 		$12.1M Sell
242,727
-2,742
-1% -$136K 0.02% 631
2023
Q3 		$12.2M Buy
245,469
+5,854
+2% +$291K 0.02% 599
2023
Q2 		$11.9M Buy
239,615
+11,659
+5% +$581K 0.02% 587
2023
Q1 		$11.4M Buy
+227,956
New +$11.4M 0.02% 584

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return