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Sunbelt Securities’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-13,366
Closed -$662K – 2875
2025
Q2 		$662K Hold
13,366
– – 0.06% 288
2025
Q1 		$665K Hold
13,366
– – 0.06% 263
2024
Q4 		$662K Hold
13,366
– – 0.06% 290
2024
Q3 		$667K Hold
13,366
– – 0.07% 286
2024
Q2 		$662K Hold
13,366
– – 0.07% 268
2024
Q1 		$663K Buy
+13,366
New +$664K 0.07% 249

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sunbelt Securities's XONE Position: Q3 2025 in Review

Sunbelt Securities sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2025, closing a stake of 13,366 shares — an estimated $662K sold.

Sunbelt Securities first reported a position in XONE in Q1 2024 and held it in 6 quarters. The position peaked at $667K in Q3 2024. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

  • Sunbelt Securities reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 13,366 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $662K.
  • Sunbelt Securities first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 6 quarters.
  • Sunbelt Securities's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $667K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.