UBS Group
XONE icon

UBS Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

UBS Group’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
-164
Closed -$8.14K – 11022
2025
Q2 		$8.14K Buy
+164
New +$8.13K ﹤0.01% 8975
2024
Q2 		– Sell
-5,109
Closed -$254K – 10187
2024
Q1 		$254K Buy
+5,109
New +$254K ﹤0.01% 5690
2023
Q4 		– Sell
-410
Closed -$20.4K – 9960
2023
Q3 		$20.4K Buy
+410
New +$20.4K ﹤0.01% 6796
2023
Q1 		– Sell
-343
Closed -$17K – 10490
2022
Q4 		$17K Buy
+343
New +$17.1K ﹤0.01% 7859

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

UBS Group's XONE Position: Q3 2025 in Review

UBS Group sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2025, closing a stake of 164 shares — an estimated $8.14K sold.

UBS Group first reported a position in XONE in Q4 2022 and held it in 4 quarters. The position peaked at $254K in Q1 2024. 86 funds tracked by Wall St. Rank hold XONE as of Q3 2025.

  • UBS Group reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 164 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $8.14K.
  • UBS Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2022 and held it in 4 quarters.
  • UBS Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $254K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.