Laurel Wealth Advisors (North Carolina)’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	$2.73M	Buy	55,340 +3,075	+6%	+$152K	0.26%	68
2026 Q1	$2.58M	Buy	52,265 +13,330	+34%	+$660K	0.26%	72
2025 Q4	$1.93M	Buy	38,935 +14,900	+62%	+$739K	0.26%	86
2025 Q3	$1.19M	Buy	24,035 +6,555	+38%	+$325K	0.17%	105
2025 Q2	$868K	Buy	17,480 +1,970	+13%	+$97.6K	0.13%	115
2025 Q1	$771K	Buy	15,510 +5,965	+62%	+$296K	0.12%	118
2024 Q4	$473K	Buy	9,545 +4,850	+103%	+$241K	0.07%	128
2024 Q3	$234K	Buy	4,695 +1,915	+69%	+$95.2K	0.04%	165
2024 Q2	$138K	Buy	+2,780	New	+$137K	0.02%	206

Other funds holding XONE

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Laurel Wealth Advisors (North Carolina)'s XONE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 5.9% in Q2 2026, buying an estimated $152K and bringing the position to 55,340 shares worth $2.73M. The position accounts for 0.26% of the portfolio, ranked #68.

Laurel Wealth Advisors (North Carolina) first reported a position in XONE in Q2 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 55,340 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.73M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 3,075 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $152K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.26% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #68 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.