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Mather Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Mather Group’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 		$2.58K Buy
+52
New +$2.58K ﹤0.01% 1666
2024
Q3 		– Sell
-1,294
Closed -$64.2K – 2229
2024
Q2 		$64.2K Buy
1,294
+970
+299% +$48K ﹤0.01% 927
2024
Q1 		$16.1K Buy
+324
New +$16.1K ﹤0.01% 1096

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

Mather Group's XONE Position: Q1 2026 in Review

Mather Group opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026: 52 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings. This is a return to the name: Mather Group previously reported a position in XONE as recently as Q2 2024.

Mather Group first reported a position in XONE in Q1 2024 and has held it in 3 quarters since. The position peaked at $64.2K in Q2 2024. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Mather Group held 52 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.58K as of Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Mather Group position in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1666 holding.
  • Mather Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and has held it in 3 quarters since.
  • Mather Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $64.2K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.