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Kestra Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Kestra Advisory Services’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
2025
Q2 		– Sell
-6,937
Closed -$345K – 3003
2025
Q1 		$345K Buy
6,937
+2,819
+68% +$140K ﹤0.01% 2068
2024
Q4 		$204K Sell
4,118
-4,324
-51% -$215K ﹤0.01% 2473
2024
Q3 		$422K Buy
8,442
+105
+1% +$5.22K ﹤0.01% 1874
2024
Q2 		$413K Buy
8,337
+108
+1% +$5.34K ﹤0.01% 1902
2024
Q1 		$408K Buy
8,229
+126
+2% +$6.26K ﹤0.01% 1794
2023
Q4 		$403K Buy
8,103
+213
+3% +$10.6K ﹤0.01% 1652
2023
Q3 		$392K Buy
7,890
+581
+8% +$28.9K ﹤0.01% 1502
2023
Q2 		$363K Buy
7,309
+77
+1% +$3.83K ﹤0.01% 1486
2023
Q1 		$362K Buy
7,232
+68
+0.9% +$3.39K ﹤0.01% 1458
2022
Q4 		$356K Buy
+7,164
New +$357K ﹤0.01% 1619

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Kestra Advisory Services's XONE Position: Q2 2025 in Review

Kestra Advisory Services sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 6,937 shares — an estimated $345K sold.

Kestra Advisory Services first reported a position in XONE in Q4 2022 and held it in 10 quarters. The position peaked at $422K in Q3 2024. 85 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Kestra Advisory Services reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 6,937 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $345K.
  • Kestra Advisory Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2022 and held it in 10 quarters.
  • Kestra Advisory Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $422K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.