Osaic Holdings
XONE icon

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
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings's XONE Position: Q1 2026 in Review

Osaic Holdings increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.3% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,189 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5083.

Osaic Holdings first reported a position in XONE in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.6M in Q3 2024. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Osaic Holdings held 1,189 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $58.9K as of Q1 2026.
  • Osaic Holdings bought 27 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.34K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5083 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 8 quarters since.
  • Osaic Holdings's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.6M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.