SSWM
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Strait & Sound Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Strait & Sound Wealth Management’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 		$3.62M Sell
73,030
-6,158
-8% -$305K 1.35% 16
2025
Q4 		$3.92M Sell
79,188
-4,945
-6% -$245K 1.46% 15
2025
Q3 		$4.18M Buy
84,133
+3,433
+4% +$170K 1.6% 14
2025
Q2 		$4.01M Buy
80,700
+7,473
+10% +$370K 1.7% 14
2025
Q1 		$3.64M Buy
73,227
+6,325
+9% +$314K 1.69% 12
2024
Q4 		$3.31M Buy
66,902
+18,542
+38% +$920K 1.54% 12
2024
Q3 		$2.42M Sell
48,360
-347
-0.7% -$17.2K 1.17% 17
2024
Q2 		$2.41M Sell
48,707
-8,902
-15% -$440K 1.23% 15
2024
Q1 		$2.85M Buy
57,609
+354
+0.6% +$17.6K 1.59% 12
2023
Q4 		$2.85M Buy
57,255
+8,276
+17% +$412K 1.78% 11
2023
Q3 		$2.44M Buy
48,979
+10,572
+28% +$525K 2.09% 10
2023
Q2 		$1.91M Buy
38,407
+28,259
+278% +$1.41M 1.89% 12
2023
Q1 		$508K Buy
+10,148
New +$506K 0.5% 49

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