Janney Montgomery Scott’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Janney Montgomery Scott’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	$9.09M	Sell	184,131 -4,255	-2%	-$210K	0.02%	713
2026 Q1	$9.33M	Buy	188,386 +40,772	+28%	+$2.02M	0.02%	613
2025 Q4	$7.31M	Buy	147,614 +48,934	+50%	+$2.43M	0.02%	732
2025 Q3	$4.9M	Buy	98,680 +42,379	+75%	+$2.1M	0.01%	902
2025 Q2	$2.79M	Buy	56,301 +5,868	+12%	+$291K	0.01%	1059
2025 Q1	$2.51M	Buy	50,433 +8,926	+22%	+$443K	0.01%	1067
2024 Q4	$2.06M	Buy	41,507 +16,690	+67%	+$828K	0.01%	1141
2024 Q3	$1.24M	Buy	+24,817	New	+$1.23M	﹤0.01%	1389

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

Janney Montgomery Scott's XONE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.3% in Q2 2026, selling an estimated $210K and leaving 184,131 shares worth $9.09M. The position accounts for 0.02% of the portfolio, ranked #713.

Janney Montgomery Scott first reported a position in XONE in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.33M in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Janney Montgomery Scott held 184,131 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $9.09M as of Q2 2026.
Janney Montgomery Scott sold 4,255 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $210K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #713 holding.
Janney Montgomery Scott first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $9.33M in Q1 2026.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.