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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