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Lloyd Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-4,357
Closed -$217K – 122
2025
Q1 		$217K Buy
+4,357
New +$216K 0.11% 93
2024
Q2 		– Sell
-74,265
Closed -$3.67M – 197
2024
Q1 		$3.67M Buy
74,265
+61,450
+480% +$3.05M 0.78% 14
2023
Q4 		$638K Buy
+12,815
New +$637K 0.3% 45

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return