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
Q2 		$755K Sell
15,293
-4,994
-25% -$247K ﹤0.01% 4203
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 $1.55T 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

Raymond James Financial's XONE Position: Q2 2026 in Review

Raymond James Financial reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 25% in Q2 2026, selling an estimated $247K and leaving 15,293 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

Raymond James Financial first reported a position in XONE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q1 2026. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Raymond James Financial held 15,293 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $755K as of Q2 2026.
  • Raymond James Financial sold 4,994 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $247K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4203 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 5 quarters since.
  • Raymond James Financial's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.