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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
Q2 		– Sell
-52
Closed -$2.58K – 1982
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 $1.55T 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

Mather Group's XONE Position: Q2 2026 in Review

Mather Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 52 shares — an estimated $2.58K sold.

Mather Group first reported a position in XONE in Q1 2024 and held it in 3 quarters. The position peaked at $64.2K in Q2 2024. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Mather Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 52 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.58K.
  • Mather Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Mather Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $64.2K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.