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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
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
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