Kingdom Financial Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Kingdom Financial Group’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	–	Sell	-489	Closed	-$24.2K	–	934
2025 Q4	$24.2K	Sell	489 -13,740	-97%	-$681K	0.01%	333
2025 Q3	$707K	Buy	14,229 +9,558	+205%	+$474K	0.43%	34
2025 Q2	$232K	Buy	+4,671	New	+$232K	0.2%	46
2024 Q1	–	Sell	-15,075	Closed	-$750K	–	92
2023 Q4	$750K	Buy	+15,075	New	+$750K	0.65%	32

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 $1.15B 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 $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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kingdom Financial Group's XONE Position: Q1 2026 in Review

Kingdom Financial Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026, closing a stake of 489 shares — an estimated $24.2K sold.

Kingdom Financial Group first reported a position in XONE in Q4 2023 and held it in 4 quarters. The position peaked at $750K in Q4 2023. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Kingdom Financial Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Kingdom Financial Group sold 489 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $24.2K.
Kingdom Financial Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 4 quarters.
Kingdom Financial Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $750K in Q4 2023.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.