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

Waverly 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	$211K	Hold	4,280	–	–	﹤0.01%	1604
2026 Q1	$212K	Hold	4,280	–	–	﹤0.01%	1466
2025 Q4	$212K	Buy	+4,280	New	+$212K	﹤0.01%	1367

Other funds holding XONE

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

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

EP Wealth Advisors Torrance, California $26.2B AUM

Waverly Advisors's XONE Position: Q2 2026 in Review

Waverly Advisors held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q2 2026 at 4,280 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Waverly Advisors first reported a position in XONE in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q4 2025. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

Waverly Advisors held 4,280 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $211K as of Q2 2026.
Waverly Advisors left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1604 holding.
Waverly Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Waverly Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $212K in Q4 2025.
102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.