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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
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return