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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
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

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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