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

Regal Investment 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
2026 Q1	$540K	Sell	10,904 -6,692	-38%	-$332K	0.03%	409
2025 Q4	$872K	Sell	17,596 -789	-4%	-$39.1K	0.05%	309
2025 Q3	$913K	Sell	18,385 -3,342	-15%	-$166K	0.06%	277
2025 Q2	$1.08M	Sell	21,727 -3,039	-12%	-$151K	0.08%	221
2025 Q1	$1.23M	Buy	24,766 +3,961	+19%	+$197K	0.1%	194
2024 Q4	$1.03M	Buy	20,805 +1,930	+10%	+$95.8K	0.08%	222
2024 Q3	$943K	Buy	+18,875	New	+$938K	0.07%	250

Other funds holding XONE

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Regal Investment Advisors's XONE Position: Q1 2026 in Review

Regal Investment Advisors reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 38% in Q1 2026, selling an estimated $332K and leaving 10,904 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #409.

Regal Investment Advisors first reported a position in XONE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Regal Investment Advisors held 10,904 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $540K as of Q1 2026.
Regal Investment Advisors sold 6,692 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $332K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #409 holding.
Regal Investment Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Regal Investment Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.23M in Q1 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.