Wealth Enhancement Advisory Services
XONE icon

Wealth Enhancement Advisory Services’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.21M Buy
+24,636
New +$1.22M ﹤0.01% 1934
2026
Q1 		– Sell
-16,035
Closed -$795K – 3889
2025
Q4 		$795K Buy
+16,035
New +$795K ﹤0.01% 2115
2024
Q4 		– Sell
-7,305
Closed -$365K – 3137
2024
Q3 		$365K Sell
7,305
-69
-0.9% -$3.43K ﹤0.01% 2047
2024
Q2 		$365K Sell
7,374
-3,861
-34% -$191K ﹤0.01% 1841
2024
Q1 		$558K Sell
11,235
-159
-1% -$7.9K ﹤0.01% 1518
2023
Q4 		$567K Buy
+11,394
New +$567K ﹤0.01% 1428

Other funds holding XONE

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's XONE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q2 2026: 24,636 shares worth $1.21M. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in XONE as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in XONE in Q4 2023 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,636 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.21M as of Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1934 holding.
  • Wealth Enhancement Advisory Services 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.
  • 13 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.