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

Wealthquest’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
2025
Q1 		– Sell
-9,127
Closed -$452K – 142
2024
Q4 		$452K Buy
9,127
+4,273
+88% +$212K 0.04% 80
2024
Q3 		$242K Buy
+4,854
New +$241K 0.02% 112

Other funds holding XONE

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wealthquest's XONE Position: Q1 2025 in Review

Wealthquest sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2025, closing a stake of 9,127 shares — an estimated $452K sold.

Wealthquest first reported a position in XONE in Q3 2024 and held it in 2 quarters. The position peaked at $452K in Q4 2024. 89 funds tracked by Wall St. Rank hold XONE as of Q1 2025.

  • Wealthquest reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthquest sold 9,127 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $452K.
  • Wealthquest first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Wealthquest's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $452K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2025.

Based on Wealthquest's 13F filing for Q1 2025, filed 23 Apr 2025.