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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
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
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 $1.15B AUM 19.91% 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

Waverly Advisors's XONE Position: Q1 2026 in Review

Waverly Advisors held its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) position steady in Q1 2026 at 4,280 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Waverly Advisors first reported a position in XONE in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 98 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

  • Waverly Advisors held 4,280 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $212K as of Q1 2026.
  • Waverly Advisors left its BondBloxx Bloomberg One Year Target Duration US Treasury ETF share count unchanged in Q1 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1466 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 2 quarters since.
  • Waverly Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $212K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.