Partners Wealth Management
XONE icon

Partners Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Partners Wealth Management’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 		$9.3M Buy
+189,045
New +$9.31M 0.97% 19

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
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 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
Mendel Money Management
Mendel Money Management Northbrook, Illinois $277M AUM 27.66% 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

Partners Wealth Management's XONE Position: Q3 2026 in Review

Partners Wealth Management opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2026: 189,045 shares worth $9.3M. The stake represents 0.97% of the portfolio and ranks #19 among its holdings.

38 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

  • Partners Wealth Management held 189,045 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $9.3M as of Q3 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Partners Wealth Management position in Q3 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.97% of Partners Wealth Management's portfolio in Q3 2026, its #19 holding.
  • 38 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.