Warren Street Wealth Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Warren Street Wealth Advisors’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	$6.22M	Buy	125,987 +11,114	+10%	+$549K	1.39%	22
2026 Q1	$5.69M	Sell	114,873 -3,032	-3%	-$150K	1.45%	21
2025 Q4	$5.84M	Buy	117,905 +12,457	+12%	+$618K	1.67%	16
2025 Q3	$5.24M	Buy	105,448 +12,017	+13%	+$595K	1.56%	18
2025 Q2	$4.64M	Buy	93,431 +12,452	+15%	+$617K	1.53%	17
2025 Q1	$4.03M	Buy	80,979 +9,409	+13%	+$467K	1.56%	15
2024 Q4	$3.55M	Buy	71,570 +223	+0.3%	+$11.1K	1.45%	17
2024 Q3	$3.56M	Buy	71,347 +42,283	+145%	+$2.1M	1.47%	18
2024 Q2	$1.44M	Sell	29,064 -5,158	-15%	-$255K	0.71%	24
2024 Q1	$1.7M	Buy	34,222 +12,105	+55%	+$601K	0.84%	22
2023 Q4	$1.1M	Buy	22,117 +18,013	+439%	+$896K	0.62%	24
2023 Q3	$204K	Buy	+4,104	New	+$204K	0.14%	79

Other funds holding XONE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Warren Street Wealth Advisors's XONE Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 9.7% in Q2 2026, buying an estimated $549K and bringing the position to 125,987 shares worth $6.22M. The position accounts for 1.39% of the portfolio, ranked #22.

Warren Street Wealth Advisors first reported a position in XONE in Q3 2023 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Warren Street Wealth Advisors held 125,987 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $6.22M as of Q2 2026.
Warren Street Wealth Advisors bought 11,114 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $549K.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 1.39% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Warren Street Wealth Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
101 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.