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 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 $1.37T 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 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 $305M AUM 15.71% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sugar Maple Asset Management's XONE Position: Q1 2026 in Review

Sugar Maple Asset Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 7.7% in Q1 2026, buying an estimated $79K and bringing the position to 22,204 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #32.

Sugar Maple Asset Management first reported a position in XONE in Q4 2024 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Sugar Maple Asset Management held 22,204 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.1M as of Q1 2026.
Sugar Maple Asset Management bought 1,594 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $79K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.67% of Sugar Maple Asset Management's portfolio in Q1 2026, its #32 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 5 quarters since.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.