Silver Oak Securities’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Silver Oak Securities’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	$506K	Buy	10,253 +1,836	+22%	+$90.7K	0.03%	465
2026 Q1	$417K	Buy	8,417 +317	+4%	+$15.7K	0.03%	490
2025 Q4	$401K	Sell	8,100 -165	-2%	-$8.18K	0.03%	531
2025 Q3	$410K	Buy	8,265 +143	+2%	+$7.08K	0.03%	482
2025 Q2	$403K	Buy	8,122 +991	+14%	+$49.1K	0.03%	463
2025 Q1	$355K	Buy	7,131 +1,532	+27%	+$76K	0.03%	458
2024 Q4	$277K	Buy	5,599 +241	+4%	+$12K	0.03%	532
2024 Q3	$268K	Buy	5,358 +8	+0.1%	+$398	0.03%	443
2024 Q2	$265K	Buy	5,350 +267	+5%	+$13.2K	0.04%	309
2024 Q1	$252K	Buy	5,083 +6	+0.1%	+$298	0.04%	329
2023 Q4	$253K	Buy	5,077 +3,705	+270%	+$184K	0.03%	411
2023 Q3	$68.3K	Sell	1,372 -3,761	-73%	-$187K	0.01%	363
2023 Q2	$255K	Buy	+5,133	New	+$256K	0.04%	382
2022 Q4	–	Sell	-1,372	Closed	-$68.3K	–	505
2022 Q3	$68.3K	Buy	+1,372	New	+$68.5K	0.01%	363

Other funds holding XONE

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 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

Silver Oak Securities's XONE Position: Q2 2026 in Review

Silver Oak Securities increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 22% in Q2 2026, buying an estimated $90.7K and bringing the position to 10,253 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #465.

Silver Oak Securities first reported a position in XONE in Q3 2022 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Silver Oak Securities held 10,253 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $506K as of Q2 2026.
Silver Oak Securities bought 1,836 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $90.7K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #465 holding.
Silver Oak Securities first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2022 and has held it in 14 quarters since.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.