Raymond James Financial
XONE icon

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

Raymond James Financial’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 		$1M Buy
20,287
+2,304
+13% +$114K ﹤0.01% 3837
2025
Q4 		$891K Buy
17,983
+11,099
+161% +$550K ﹤0.01% 3863
2025
Q3 		$342K Buy
6,884
+1,297
+23% +$64.3K ﹤0.01% 4337
2025
Q2 		$277K Buy
+5,587
New +$277K ﹤0.01% 4336

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 $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
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 $810M AUM 10.81% 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 $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial's XONE Position: Q1 2026 in Review

Raymond James Financial increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 13% in Q1 2026, buying an estimated $114K and bringing the position to 20,287 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Raymond James Financial first reported a position in XONE in Q2 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Raymond James Financial held 20,287 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1M as of Q1 2026.
  • Raymond James Financial bought 2,304 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $114K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3837 holding.
  • Raymond James Financial first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.