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Spectrum Advisors, Inc.’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Spectrum Advisors, Inc.’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 		$2.74M Buy
+55,360
New +$2.74M 2.17% 14

Other funds holding XONE

Bank of America
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
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Spectrum Advisors, Inc.'s XONE Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026: 55,360 shares worth $2.74M. The stake represents 2.17% of the portfolio and ranks #14 among its holdings.

99 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Spectrum Advisors, Inc. held 55,360 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.74M as of Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 2.17% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #14 holding.
  • 99 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.