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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
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 $1.37T 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 $1.03B AUM 16.43% 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

Rothschild Investment LLC's XONE Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026: 1,800 shares worth $89.1K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Rothschild Investment LLC held 1,800 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $89.1K as of Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Rothschild Investment LLC position in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #925 holding.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.