Sugar Maple Asset Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Sugar Maple Asset 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	$381K	Sell	7,711 -14,493	-65%	-$716K	0.25%	64
2026 Q1	$1.1M	Buy	22,204 +1,594	+8%	+$79K	0.67%	32
2025 Q4	$1.02M	Buy	20,610 +1,157	+6%	+$57.4K	0.69%	31
2025 Q3	$966K	Buy	19,453 +452	+2%	+$22.4K	0.69%	33
2025 Q2	$943K	Buy	+19,001	New	+$942K	0.74%	30
2025 Q1	–	Sell	-1,409	Closed	-$69.8K	–	473
2024 Q4	$69.8K	Buy	+1,409	New	+$69.9K	0.05%	107

Other funds holding XONE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sugar Maple Asset Management's XONE Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 65% in Q2 2026, selling an estimated $716K and leaving 7,711 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #64.

Sugar Maple Asset Management first reported a position in XONE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Sugar Maple Asset Management held 7,711 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $381K as of Q2 2026.
Sugar Maple Asset Management sold 14,493 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $716K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.25% of Sugar Maple Asset Management's portfolio in Q2 2026, its #64 holding.
Sugar Maple Asset Management first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Sugar Maple Asset Management's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.1M in Q1 2026.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.