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

Prosperity Capital 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
2025 Q4	–	Sell	-4,948	Closed	-$246K	–	461
2025 Q3	$246K	Buy	4,948 +46	+0.9%	+$2.28K	0.01%	378
2025 Q2	$243K	Sell	4,902 -158	-3%	-$7.83K	0.02%	358
2025 Q1	$251K	Sell	5,060 -264	-5%	-$13.1K	0.02%	325
2024 Q4	$264K	Sell	5,324 -245	-4%	-$12.2K	0.02%	302
2024 Q3	$278K	Buy	5,569 +851	+18%	+$42.3K	0.02%	287
2024 Q2	$234K	Buy	+4,718	New	+$233K	0.03%	284

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

Prosperity Capital Advisors's XONE Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q4 2025, closing a stake of 4,948 shares — an estimated $246K sold.

Prosperity Capital Advisors first reported a position in XONE in Q2 2024 and held it in 6 quarters. The position peaked at $278K in Q3 2024. 97 funds tracked by Wall St. Rank hold XONE as of Q4 2025.

Prosperity Capital Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 4,948 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $246K.
Prosperity Capital Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2024 and held it in 6 quarters.
Prosperity Capital Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $278K in Q3 2024.
97 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.