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

IFP 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 Q2	$1.11M	Sell	22,576 -87	-0.4%	-$4.3K	0.02%	691
2026 Q1	$1.12M	Buy	22,663 +1,295	+6%	+$64.2K	0.02%	644
2025 Q4	$1.06M	Buy	21,368 +1,652	+8%	+$81.9K	0.02%	638
2025 Q3	$979K	Sell	19,716 -11,757	-37%	-$583K	0.03%	611
2025 Q2	$1.56M	Buy	31,473 +8,393	+36%	+$416K	0.04%	422
2025 Q1	$1.15M	Buy	23,080 +8,839	+62%	+$439K	0.04%	519
2024 Q4	$705K	Sell	14,241 -9,156	-39%	-$454K	0.02%	618
2024 Q3	$1.17M	Buy	23,397 +2,175	+10%	+$108K	0.04%	438
2024 Q2	$1.05M	Buy	+21,222	New	+$1.05M	0.04%	432

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

IFP Advisors's XONE Position: Q2 2026 in Review

IFP Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.38% in Q2 2026, selling an estimated $4.3K and leaving 22,576 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #691.

IFP Advisors first reported a position in XONE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2025. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

IFP Advisors held 22,576 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.11M as of Q2 2026.
IFP Advisors sold 87 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.3K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #691 holding.
IFP Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.56M in Q2 2025.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.