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 Q2	$3.55M	Sell	71,858 -1,172	-2%	-$57.9K	1.24%	16
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 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

Strait & Sound Wealth Management's XONE Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 1.6% in Q2 2026, selling an estimated $57.9K and leaving 71,858 shares worth $3.55M. The position accounts for 1.24% of the portfolio, ranked #16.

Strait & Sound Wealth Management first reported a position in XONE in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.18M in Q3 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Strait & Sound Wealth Management held 71,858 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $3.55M as of Q2 2026.
Strait & Sound Wealth Management sold 1,172 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $57.9K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 1.24% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #16 holding.
Strait & Sound Wealth Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Strait & Sound Wealth Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $4.18M in Q3 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.