Lido Advisors
XONE icon

Lido Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Lido Advisors’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 		$3.35M Sell
67,924
-726
-1% -$35.9K 0.01% 618
2026
Q1 		$3.4M Buy
68,650
+748
+1% +$37.1K 0.01% 546
2025
Q4 		$3.36M Buy
67,902
+16,717
+33% +$829K 0.01% 561
2025
Q3 		$2.54M Buy
+51,185
New +$2.54M 0.01% 625

Other funds holding XONE

Bank of America
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
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

Lido Advisors's XONE Position: Q2 2026 in Review

Lido Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.1% in Q2 2026, selling an estimated $35.9K and leaving 67,924 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #618.

Lido Advisors first reported a position in XONE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.4M in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Lido Advisors held 67,924 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $3.35M as of Q2 2026.
  • Lido Advisors sold 726 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $35.9K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #618 holding.
  • Lido Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.4M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.