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

Peak Financial 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 Q2	–	Sell	-10,000	Closed	-$495K	–	90
2026 Q1	$495K	Buy	+10,000	New	+$495K	0.22%	54
2023 Q2	–	Sell	-447,503	Closed	-$22.4M	–	79
2023 Q1	$22.4M	Buy	+447,503	New	+$22.3M	18.92%	1

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

Peak Financial Advisors's XONE Position: Q2 2026 in Review

Peak Financial Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026, closing a stake of 10,000 shares — an estimated $495K sold.

Peak Financial Advisors first reported a position in XONE in Q1 2023 and held it in 2 quarters. The position peaked at $22.4M in Q1 2023. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Peak Financial Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Peak Financial Advisors sold 10,000 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $495K.
Peak Financial Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and held it in 2 quarters.
Peak Financial Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $22.4M in Q1 2023.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.