Oasis Advisors
XONE icon

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

Oasis 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
Q3 		$321K Sell
6,523
-16,899
-72% -$833K 0.13% 64
2026
Q2 		$1.16M Buy
+23,422
New +$1.16M 0.75% 25
2026
Q1 		– Sell
-109,135
Closed -$5.41M – 233
2025
Q4 		$5.41M Buy
+109,135
New +$5.41M 2.86% 9

Other funds holding XONE

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
North Forty Two & Co
North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Oasis Advisors's XONE Position: Q3 2026 in Review

Oasis Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 72% in Q3 2026, selling an estimated $833K and leaving 6,523 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #64.

Oasis Advisors first reported a position in XONE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.41M in Q4 2025. 33 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

  • Oasis Advisors held 6,523 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $321K as of Q3 2026.
  • Oasis Advisors sold 16,899 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $833K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.13% of Oasis Advisors's portfolio in Q3 2026, its #64 holding.
  • Oasis Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $5.41M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.