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 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 $1.37T 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's XONE Position: Q1 2026 in Review

Janney Montgomery Scott increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 28% in Q1 2026, buying an estimated $2.02M and bringing the position to 188,386 shares worth $9.33M. The position accounts for 0.02% of the portfolio, ranked #613.

Janney Montgomery Scott first reported a position in XONE in Q3 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Janney Montgomery Scott held 188,386 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $9.33M as of Q1 2026.
Janney Montgomery Scott bought 40,772 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.02M.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #613 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 7 quarters since.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.