Osaic Holdings’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Osaic Holdings’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	$59.9K	Buy	1,213 +24	+2%	+$1.19K	﹤0.01%	5349
2026 Q1	$58.9K	Buy	1,189 +27	+2%	+$1.34K	﹤0.01%	5083
2025 Q4	$57.6K	Buy	1,162 +263	+29%	+$13K	﹤0.01%	5139
2025 Q3	$44.6K	Sell	899 -435	-33%	-$21.6K	﹤0.01%	5381
2025 Q2	$66.2K	Sell	1,334 -8,352	-86%	-$414K	﹤0.01%	4833
2025 Q1	$482K	Buy	9,686 +8,445	+680%	+$419K	﹤0.01%	2909
2024 Q4	$61.5K	Sell	1,241 -70,768	-98%	-$3.51M	﹤0.01%	4548
2024 Q3	$3.6M	Buy	72,009 +5,541	+8%	+$275K	0.01%	1271
2024 Q2	$3.29M	Buy	+66,468	New	+$3.29M	0.01%	1285

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

Osaic Holdings's XONE Position: Q2 2026 in Review

Osaic Holdings increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,213 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5349.

Osaic Holdings first reported a position in XONE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q3 2024. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Osaic Holdings held 1,213 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $59.9K as of Q2 2026.
Osaic Holdings bought 24 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.19K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5349 holding.
Osaic Holdings first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Osaic Holdings's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.6M in Q3 2024.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.