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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 $1.55T 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Lloyd Advisory Services's XONE Position: Q2 2025 in Review

Lloyd Advisory Services sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2025, closing a stake of 4,357 shares — an estimated $217K sold.

Lloyd Advisory Services first reported a position in XONE in Q4 2023 and held it in 3 quarters. The position peaked at $3.67M in Q1 2024. 84 funds tracked by Wall St. Rank hold XONE as of Q2 2025.

  • Lloyd Advisory Services reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,357 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $217K.
  • Lloyd Advisory Services first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Lloyd Advisory Services's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.67M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2025.

Based on Lloyd Advisory Services's 13F filing for Q2 2025, filed 16 Jul 2025.