Valmark Advisers’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Valmark Advisers’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 Q3	$658K	Buy	+13,381	New	+$659K	0.01%	457

Other funds holding XONE

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Valmark Advisers's XONE Position: Q3 2026 in Review

Valmark Advisers opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q3 2026: 13,381 shares worth $658K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

65 funds tracked by Wall St. Rank hold XONE as of Q3 2026.

Valmark Advisers held 13,381 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $658K as of Q3 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Valmark Advisers position in Q3 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #457 holding.
65 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.