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Smart Portfolios LLC’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Smart Portfolios 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 		$3.27M Buy
65,970
+3,734
+6% +$185K 3.26% 3
2025
Q4 		$3.08M Sell
62,236
-1,238
-2% -$61.4K 3.07% 3
2025
Q3 		$3.15M Buy
63,474
+332
+0.5% +$16.4K 3.04% 3
2025
Q2 		$3.13M Sell
63,142
-17,193
-21% -$852K 3.16% 3
2025
Q1 		$3.99M Buy
80,335
+607
+0.8% +$30.1K 4.34% 2
2024
Q4 		$3.95M Buy
79,728
+29,644
+59% +$1.47M 4.14% 2
2024
Q3 		$2.5M Sell
50,084
-15,949
-24% -$793K 2.55% 5
2024
Q2 		$3.27M Sell
66,033
-2,765
-4% -$137K 3.3% 3
2024
Q1 		$3.41M Sell
68,798
-48,461
-41% -$2.41M 3.6% 4
2023
Q4 		$5.82M Sell
117,259
-1,274
-1% -$63.3K 6.83% 2
2023
Q3 		$5.89M Sell
118,533
-15,597
-12% -$775K 10.58% 2
2023
Q2 		$6.66M Buy
134,130
+672
+0.5% +$33.5K 11.7% 2
2023
Q1 		$6.68M Buy
+133,458
New +$6.65M 11.78% 2

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 $282M AUM 12.46% 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