WIA
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World Investment Advisors’s BondBloxx Bloomberg One Year Target Duration US Treasury ETF XONE Stock Holding History

World Investment 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 		– Sell
-4,130
Closed -$205K – 1666
2025
Q4 		$205K Sell
4,130
-5,885
-59% -$292K ﹤0.01% 1389
2025
Q3 		$497K Buy
10,015
+2,448
+32% +$121K 0.01% 788
2025
Q2 		$376K Sell
7,567
-5,229
-41% -$259K 0.01% 833
2025
Q1 		$636K Buy
12,796
+1,406
+12% +$69.8K 0.02% 621
2024
Q4 		$564K Sell
11,390
-16,398
-59% -$814K 0.02% 636
2024
Q3 		$1.39M Buy
27,788
+2,556
+10% +$127K 0.04% 364
2024
Q2 		$1.25M Buy
25,232
+8,254
+49% +$408K 0.08% 234
2024
Q1 		$843K Buy
+16,978
New +$844K 0.12% 153

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 $1.03B AUM 16.43% 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