Stifel Financial’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Stifel Financial’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	$524K	Buy	+10,617	New	+$524K	﹤0.01%	2945
2024 Q4	–	Sell	-393,879	Closed	-$19.7M	–	3494
2024 Q3	$19.7M	Buy	+393,879	New	+$19.6M	0.02%	589
2024 Q1	–	Sell	-1,300,799	Closed	-$64.8M	–	3434
2023 Q4	$64.8M	Sell	1,300,799 -596,336	-31%	-$29.7M	0.08%	238
2023 Q3	$94.3M	Buy	+1,897,135	New	+$94.2M	0.13%	176

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

EP Wealth Advisors Torrance, California $26.2B AUM

Stifel Financial's XONE Position: Q2 2026 in Review

Stifel Financial opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 10,617 shares worth $524K. The stake represents ﹤0.01% of the portfolio and ranks #2945 among its holdings. This is a return to the name: Stifel Financial previously reported a position in XONE as recently as Q3 2024.

Stifel Financial first reported a position in XONE in Q3 2023 and has held it in 4 quarters since. The position peaked at $94.3M in Q3 2023. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Stifel Financial held 10,617 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $524K as of Q2 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Stifel Financial position in Q2 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2945 holding.
Stifel Financial first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 4 quarters since.
Stifel Financial's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $94.3M in Q3 2023.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.