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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
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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return