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 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

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Smart Portfolios LLC's XONE Position: Q1 2026 in Review

Smart Portfolios LLC increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 6% in Q1 2026, buying an estimated $185K and bringing the position to 65,970 shares worth $3.27M. The position accounts for 3.26% of the portfolio, ranked #3.

Smart Portfolios LLC first reported a position in XONE in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.68M in Q1 2023. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Smart Portfolios LLC held 65,970 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $3.27M as of Q1 2026.
Smart Portfolios LLC bought 3,734 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $185K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 3.26% of Smart Portfolios LLC's portfolio in Q1 2026, its #3 holding.
Smart Portfolios LLC first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Smart Portfolios LLC's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $6.68M in Q1 2023.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.