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Holcombe Financial’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Holcombe Financial’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 		$334K Hold
6,765
– – 0.19% 46
2026
Q1 		$335K Sell
6,765
-202
-3% -$10K 0.2% 42
2025
Q4 		$345K Sell
6,967
-2,473
-26% -$123K 0.22% 40
2025
Q3 		$469K Buy
9,440
+499
+6% +$24.7K 0.33% 27
2025
Q2 		$444K Sell
8,941
-1,531
-15% -$75.9K 0.33% 26
2025
Q1 		$521K Buy
+10,472
New +$520K 0.43% 22

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 22.96% 1-Year Est. Return

Holcombe Financial's XONE Position: Q2 2026 in Review

Holcombe Financial held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 6,765 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #46.

Holcombe Financial first reported a position in XONE in Q1 2025 and has held it in 6 quarters since. The position peaked at $521K in Q1 2025. 49 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Holcombe Financial held 6,765 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $334K as of Q2 2026.
  • Holcombe Financial left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.19% of Holcombe Financial's portfolio in Q2 2026, its #46 holding.
  • Holcombe Financial first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Holcombe Financial's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $521K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.