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 Q3	$454K	Sell	9,231 -13,345	-59%	-$657K	0.01%	1123
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

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

IFP Advisors's XONE Position: Q3 2026 in Review

IFP Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 59% in Q3 2026, selling an estimated $657K and leaving 9,231 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1123.

IFP Advisors first reported a position in XONE in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2025. 33 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

IFP Advisors held 9,231 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $454K as of Q3 2026.
IFP Advisors sold 13,345 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $657K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1123 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 10 quarters since.
IFP Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.56M in Q2 2025.
33 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.