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

Orion Portfolio 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
2025 Q1	$9.56M	Buy	192,270 +11,177	+6%	+$555K	0.09%	211
2024 Q4	$8.97M	Sell	181,093 -96,940	-35%	-$4.81M	0.09%	214
2024 Q3	$13.9M	Buy	278,033 +6,604	+2%	+$328K	0.14%	141
2024 Q2	$13.4M	Buy	271,429 +6,851	+3%	+$339K	0.14%	141
2024 Q1	$13.1M	Sell	264,578 -13,587	-5%	-$675K	0.14%	149
2023 Q4	$13.8M	Buy	278,165 +80,656	+41%	+$4.01M	0.16%	133
2023 Q3	$9.82M	Sell	197,509 -193,004	-49%	-$9.59M	0.12%	167
2023 Q2	$19.4M	Buy	+390,513	New	+$19.4M	0.21%	85

Other funds holding XONE

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Orion Portfolio Solutions's XONE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 6.2% in Q1 2025, buying an estimated $555K and bringing the position to 192,270 shares worth $9.56M. The position accounts for 0.09% of the portfolio, ranked #211.

Orion Portfolio Solutions first reported a position in XONE in Q2 2023 and has held it in 8 quarters since. The position peaked at $19.4M in Q2 2023. 89 funds tracked by Wall St. Rank hold XONE as of Q1 2025.

Orion Portfolio Solutions held 192,270 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $9.56M as of Q1 2025.
Orion Portfolio Solutions bought 11,177 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $555K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #211 holding.
Orion Portfolio Solutions first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.4M in Q2 2023.
89 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.