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 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 $1.37T 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MPWM Advisory Solutions's XONE Position: Q1 2026 in Review

MPWM Advisory Solutions held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q1 2026 at 367 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #282.

MPWM Advisory Solutions first reported a position in XONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.2K in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

MPWM Advisory Solutions held 367 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $18.2K as of Q1 2026.
MPWM Advisory Solutions left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q1 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #282 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 6 quarters since.
MPWM Advisory Solutions's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $18.2K in Q1 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.