PWM
XONE icon

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

Peck 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
Q2 		$4.94K Hold
100
– – ﹤0.01% 127
2026
Q1 		$4.95K Hold
100
– – 0.01% 122
2025
Q4 		$4.95K Hold
100
– – ﹤0.01% 129
2025
Q3 		$4.97K Buy
+100
New +$4.96K ﹤0.01% 134

Other funds holding XONE

Bank of America
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
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

Peck Wealth Management's XONE Position: Q2 2026 in Review

Peck Wealth Management held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 100 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Peck Wealth Management first reported a position in XONE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.97K in Q3 2025. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Peck Wealth Management held 100 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $4.94K as of Q2 2026.
  • Peck Wealth Management left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Peck Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Peck Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $4.97K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.