NewEdge Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

NewEdge Advisors’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	$2.84M	Buy	57,470 +7,955	+16%	+$393K	0.01%	1032
2026 Q1	$2.45M	Sell	49,515 -22,407	-31%	-$1.11M	0.01%	997
2025 Q4	$3.56M	Sell	71,922 -282	-0.4%	-$14K	0.01%	800
2025 Q3	$3.59M	Sell	72,204 -29,073	-29%	-$1.44M	0.02%	756
2025 Q2	$5.03M	Buy	101,277 +64,655	+177%	+$3.2M	0.03%	570
2025 Q1	$1.82M	Buy	36,622 +21,088	+136%	+$1.05M	0.01%	901
2024 Q4	$770K	Buy	+15,534	New	+$771K	﹤0.01%	1303

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

NewEdge Advisors's XONE Position: Q2 2026 in Review

NewEdge Advisors increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 16% in Q2 2026, buying an estimated $393K and bringing the position to 57,470 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1032.

NewEdge Advisors first reported a position in XONE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.03M in Q2 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

NewEdge Advisors held 57,470 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $2.84M as of Q2 2026.
NewEdge Advisors bought 7,955 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $393K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1032 holding.
NewEdge Advisors 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.
NewEdge Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $5.03M in Q2 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.