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Wealthcare Advisory Partners’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

Wealthcare Advisory Partners’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 		$1.14M Buy
23,044
+540
+2% +$26.7K 0.02% 485
2026
Q1 		$1.11M Sell
22,504
-706
-3% -$35K 0.02% 486
2025
Q4 		$1.15M Sell
23,210
-11,526
-33% -$572K 0.02% 476
2025
Q3 		$1.72M Buy
34,736
+724
+2% +$35.9K 0.04% 380
2025
Q2 		$1.69M Buy
34,012
+2,125
+7% +$105K 0.04% 365
2025
Q1 		$1.59M Buy
31,887
+4,948
+18% +$245K 0.04% 340
2024
Q4 		$1.33M Buy
26,939
+2,785
+12% +$138K 0.04% 361
2024
Q3 		$1.21M Buy
24,154
+1,888
+8% +$93.8K 0.03% 375
2024
Q2 		$1.1M Buy
22,266
+2,522
+13% +$125K 0.03% 354
2024
Q1 		$980K Buy
19,744
+8,203
+71% +$408K 0.03% 371
2023
Q4 		$575K Buy
11,541
+2,315
+25% +$115K 0.02% 459
2023
Q3 		$459K Buy
9,226
+2,645
+40% +$131K 0.02% 453
2023
Q2 		$327K Buy
+6,581
New +$328K 0.01% 541

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wealthcare Advisory Partners's XONE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 2.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 23,044 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #485.

Wealthcare Advisory Partners first reported a position in XONE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q3 2025. 10 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • Wealthcare Advisory Partners held 23,044 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $1.14M as of Q2 2026.
  • Wealthcare Advisory Partners bought 540 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $26.7K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #485 holding.
  • Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Wealthcare Advisory Partners's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.72M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.