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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
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
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