RIL
XONE icon

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

Rothschild Investment LLC’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 		$88.9K Hold
1,800
– – ﹤0.01% 1087
2026
Q1 		$89.1K Buy
+1,800
New +$89.2K ﹤0.01% 925

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

Rothschild Investment LLC's XONE Position: Q2 2026 in Review

Rothschild Investment LLC held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 1,800 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Rothschild Investment LLC first reported a position in XONE in Q1 2026 and has held it in 2 quarters since. The position peaked at $89.1K in Q1 2026. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Rothschild Investment LLC held 1,800 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $88.9K as of Q2 2026.
  • Rothschild Investment LLC left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1087 holding.
  • Rothschild Investment LLC first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Rothschild Investment LLC's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $89.1K 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.