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MAI Capital Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

MAI Capital Management’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
Q3 		– Sell
-365
Closed -$18.1K – 4156
2025
Q2 		$18.1K Hold
365
– – ﹤0.01% 2394
2025
Q1 		$18.1K Hold
365
– – ﹤0.01% 2226
2024
Q4 		$18.1K Buy
+365
New +$18.1K ﹤0.01% 2268

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 $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAI Capital Management's XONE Position: Q3 2025 in Review

MAI Capital Management sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2025, closing a stake of 365 shares — an estimated $18.1K sold.

MAI Capital Management first reported a position in XONE in Q4 2024 and held it in 3 quarters. The position peaked at $18.1K in Q1 2025. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

  • MAI Capital Management reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 365 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $18.1K.
  • MAI Capital Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $18.1K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.