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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

World Investment Advisors's XONE Position: Q1 2026 in Review

World Investment Advisors sold out of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) in Q1 2026, closing a stake of 4,130 shares — an estimated $205K sold.

World Investment Advisors first reported a position in XONE in Q1 2024 and held it in 8 quarters. The position peaked at $1.39M in Q3 2024. 99 funds tracked by Wall St. Rank hold XONE as of Q1 2026.

World Investment Advisors reported no remaining BondBloxx Bloomberg One Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 4,130 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $205K.
World Investment Advisors first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q1 2024 and held it in 8 quarters.
World Investment Advisors's BondBloxx Bloomberg One Year Target Duration US Treasury ETF position peaked at $1.39M in Q3 2024.
99 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.