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Smith, Moore & Co’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Smith, Moore & Co’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 		$44.8M Buy
906,468
+9,775
+1% +$483K 2.91% 4
2026
Q1 		$44.4M Buy
896,693
+96,887
+12% +$4.8M 3.23% 3
2025
Q4 		$39.7M Buy
799,806
+58,673
+8% +$2.91M 3% 4
2025
Q3 		$36.8M Buy
741,133
+243,994
+49% +$12.1M 2.82% 5
2025
Q2 		$24.7M Buy
+497,139
New +$24.6M 2.07% 8

Other funds holding XONE

Bank of America
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
Focus Partners Wealth
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Smith, Moore & Co's XONE Position: Q2 2026 in Review

Smith, Moore & Co increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.1% in Q2 2026, buying an estimated $483K and bringing the position to 906,468 shares worth $44.8M. The position accounts for 2.91% of the portfolio, ranked #4.

Smith, Moore & Co first reported a position in XONE in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Smith, Moore & Co held 906,468 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $44.8M as of Q2 2026.
  • Smith, Moore & Co bought 9,775 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $483K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 2.91% of Smith, Moore & Co's portfolio in Q2 2026, its #4 holding.
  • Smith, Moore & Co first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 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 Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.