HBS
XONE icon

Howard Bailey Securities’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Howard Bailey Securities’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
Q2 		– Sell
-5,037
Closed -$250K – 176
2025
Q1 		$250K Buy
+5,037
New +$250K 0.08% 126

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Howard Bailey Securities's XONE Position: Q2 2025 in Review

Howard Bailey Securities sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 5,037 shares — an estimated $250K sold.

Howard Bailey Securities first reported a position in XONE in Q1 2025 and held it in 1 quarter. The position peaked at $250K in Q1 2025. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Howard Bailey Securities reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 5,037 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $250K.
  • Howard Bailey Securities first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Howard Bailey Securities's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $250K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.