Kovitz Investment Group Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-30,045	Closed	-$1.49M	–	1364
2025 Q3	$1.49M	Buy	30,045 +3,036	+11%	+$150K	0.01%	734
2025 Q2	$1.34M	Sell	27,009 -1,288	-5%	-$63.8K	0.01%	729
2025 Q1	$1.41M	Buy	28,297 +152	+0.5%	+$7.54K	0.01%	652
2024 Q4	$1.39M	Buy	+28,145	New	+$1.4M	0.01%	643

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Kovitz Investment Group Partners's XONE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2025, closing a stake of 30,045 shares — an estimated $1.49M sold.

Kovitz Investment Group Partners first reported a position in XONE in Q4 2024 and held it in 4 quarters. The position peaked at $1.49M in Q3 2025. 97 funds tracked by Wall St. Rank hold XONE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 30,045 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $1.49M.
Kovitz Investment Group Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.49M in Q3 2025.
97 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.