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Tanager Wealth Management’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Tanager 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 		$46.6M Buy
943,490
+386,502
+69% +$19.1M 4.06% 7
2026
Q1 		$27.6M Buy
556,988
+175,070
+46% +$8.67M 2.67% 12
2025
Q4 		$18.9M Buy
381,918
+60,251
+19% +$2.99M 1.89% 16
2025
Q3 		$16M Buy
321,667
+136,448
+74% +$6.76M 1.68% 17
2025
Q2 		$9.19M Buy
185,219
+152,958
+474% +$7.58M 1.08% 22
2025
Q1 		$1.6M Sell
32,261
-635
-2% -$31.5K 0.21% 37
2024
Q4 		$1.64M Buy
32,896
+18,337
+126% +$910K 0.21% 35
2024
Q3 		$727K Sell
14,559
-3,771
-21% -$187K 0.1% 52
2024
Q2 		$908K Buy
18,330
+6,044
+49% +$299K 0.14% 41
2024
Q1 		$610K Sell
12,286
-361,261
-97% -$18M 0.1% 50
2023
Q4 		$18.7M Buy
373,547
+106,174
+40% +$5.28M 3.4% 6
2023
Q3 		$13.3M Buy
267,373
+261,831
+4,724% +$13M 2.76% 13
2023
Q2 		$275K Hold
5,542
– – 0.06% 71
2023
Q1 		$277K Buy
+5,542
New +$276K 0.07% 64

Other funds holding XONE

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
NFTC
North Forty Two & Co Lake Oswego, Oregon $118M AUM 21.54% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Tanager Wealth Management's XONE Position: Q2 2026 in Review

Tanager Wealth Management increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 69% in Q2 2026, buying an estimated $19.1M and bringing the position to 943,490 shares worth $46.6M. The position accounts for 4.06% of the portfolio, ranked #7.

Tanager Wealth Management first reported a position in XONE in Q1 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Tanager Wealth Management held 943,490 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $46.6M as of Q2 2026.
  • Tanager Wealth Management bought 386,502 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $19.1M.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 4.06% of Tanager Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Tanager 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.
  • 22 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.