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Steward Partners Investment Advisory’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Steward Partners Investment Advisory’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 		$10.5K Hold
213
– – ﹤0.01% 3713
2026
Q1 		$10.5K Hold
213
– – ﹤0.01% 3531
2025
Q4 		$10.6K Sell
213
-183
-46% -$9.08K ﹤0.01% 3425
2025
Q3 		$19.7K Buy
+396
New +$19.6K ﹤0.01% 3102

Other funds holding XONE

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

Steward Partners Investment Advisory's XONE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 213 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Steward Partners Investment Advisory first reported a position in XONE in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.7K in Q3 2025. 84 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Steward Partners Investment Advisory held 213 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $10.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3713 holding.
  • Steward Partners Investment Advisory first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $19.7K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.