Vermillion & White Wealth Management Group’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Vermillion & White Wealth Management 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
2026 Q1	$385K	Buy	7,765 +27	+0.3%	+$1.34K	0.22%	44
2025 Q4	$385K	Buy	7,738 +1,080	+16%	+$53.6K	0.21%	42
2025 Q3	$331K	Hold	6,658	–	–	0.19%	45
2025 Q2	$330K	Sell	6,658 -2,580	-28%	-$128K	0.21%	44
2025 Q1	$459K	Buy	+9,238	New	+$458K	0.33%	37
2024 Q1	–	Sell	-768	Closed	-$38.2K	–	361
2023 Q4	$38.2K	Buy	+768	New	+$38.2K	0.04%	109

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

Vermillion & White Wealth Management Group's XONE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 0.35% in Q1 2026, buying an estimated $1.34K and bringing the position to 7,765 shares worth $385K. The position accounts for 0.22% of the portfolio, ranked #44.

Vermillion & White Wealth Management Group first reported a position in XONE in Q4 2023 and has held it in 6 quarters since. The position peaked at $459K in Q1 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

Vermillion & White Wealth Management Group held 7,765 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $385K as of Q1 2026.
Vermillion & White Wealth Management Group bought 27 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.34K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.22% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #44 holding.
Vermillion & White Wealth Management Group first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Vermillion & White Wealth Management Group's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $459K in Q1 2025.
98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.