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Purpose Unlimited Inc’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Purpose Unlimited Inc’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 		$261K Sell
5,273
-12,435
-70% -$616K 0.01% 217
2025
Q4 		$877K Buy
+17,708
New +$878K 0.04% 117

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 $21.5B AUM 26.98% 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 $1.15B AUM 19.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B 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 $51.6B AUM 27.34% 1-Year Est. Return

Purpose Unlimited Inc's XONE Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 70% in Q1 2026, selling an estimated $616K and leaving 5,273 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #217.

Purpose Unlimited Inc first reported a position in XONE in Q4 2025 and has held it in 2 quarters since. The position peaked at $877K in Q4 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Purpose Unlimited Inc held 5,273 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $261K as of Q1 2026.
  • Purpose Unlimited Inc sold 12,435 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $616K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #217 holding.
  • Purpose Unlimited Inc first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $877K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.