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

MPWM Advisory Solutions’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	$18.1K	Hold	367	–	–	0.01%	290
2026 Q1	$18.2K	Hold	367	–	–	0.01%	282
2025 Q4	$18.2K	Hold	367	–	–	0.01%	264
2025 Q3	$18.2K	Hold	367	–	–	0.01%	240
2025 Q2	$18.2K	Hold	367	–	–	0.01%	245
2025 Q1	$18.2K	Hold	367	–	–	0.01%	253
2024 Q4	$18.2K	Buy	+367	New	+$18.2K	0.01%	260

Other funds holding XONE

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 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

MPWM Advisory Solutions's XONE Position: Q2 2026 in Review

MPWM Advisory Solutions held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 367 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #290.

MPWM Advisory Solutions first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.2K in Q1 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

MPWM Advisory Solutions held 367 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $18.1K as of Q2 2026.
MPWM Advisory Solutions left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #290 holding.
MPWM Advisory Solutions first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $18.2K in Q1 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.