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Sigma Planning Corp’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Sigma Planning Corp’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 		$1.68M Buy
33,958
+3,523
+12% +$174K 0.04% 418
2026
Q1 		$1.51M Buy
30,435
+1,012
+3% +$50.1K 0.04% 416
2025
Q4 		$1.46M Sell
29,423
-570
-2% -$28.3K 0.04% 406
2025
Q3 		$1.49M Buy
29,993
+891
+3% +$44.1K 0.04% 404
2025
Q2 		$1.44M Sell
29,102
-2,858
-9% -$142K 0.04% 386
2025
Q1 		$1.59M Buy
31,960
+1,735
+6% +$86.1K 0.05% 348
2024
Q4 		$1.5M Buy
30,225
+1,565
+5% +$77.7K 0.05% 357
2024
Q3 		$1.43M Buy
28,660
+2,485
+9% +$123K 0.04% 381
2024
Q2 		$1.3M Sell
26,175
-50,300
-66% -$2.49M 0.04% 407
2024
Q1 		$3.8M Buy
76,475
+64,030
+515% +$3.18M 0.12% 177
2023
Q4 		$620K Sell
12,445
-11,833
-49% -$588K 0.05% 391
2023
Q3 		$1.21M Buy
24,278
+7,224
+42% +$359K 0.05% 398
2023
Q2 		$847K Buy
+17,054
New +$849K 0.03% 532

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

Sigma Planning Corp's XONE Position: Q2 2026 in Review

Sigma Planning Corp increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 12% in Q2 2026, buying an estimated $174K and bringing the position to 33,958 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #418.

Sigma Planning Corp first reported a position in XONE in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.8M in Q1 2024. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Sigma Planning Corp held 33,958 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.68M as of Q2 2026.
  • Sigma Planning Corp bought 3,523 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $174K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #418 holding.
  • Sigma Planning Corp first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Sigma Planning Corp's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $3.8M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.