ZI
XONE icon

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

ZEGA Investments’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 		$990K Buy
20,062
+3,664
+22% +$181K 0.1% 118
2026
Q1 		$812K Sell
16,398
-353
-2% -$17.5K 0.09% 130
2025
Q4 		$830K Buy
+16,751
New +$831K 0.1% 107

Other funds holding XONE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

ZEGA Investments's XONE Position: Q2 2026 in Review

ZEGA Investments increased its BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) stake by 22% in Q2 2026, buying an estimated $181K and bringing the position to 20,062 shares worth $990K. The position accounts for 0.1% of the portfolio, ranked #118.

ZEGA Investments first reported a position in XONE in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XONE as of Q2 2026.

  • ZEGA Investments held 20,062 shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $990K as of Q2 2026.
  • ZEGA Investments bought 3,664 BondBloxx Bloomberg One Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $181K.
  • BondBloxx Bloomberg One Year Target Duration US Treasury ETF made up 0.1% of ZEGA Investments's portfolio in Q2 2026, its #118 holding.
  • ZEGA Investments first reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held BondBloxx Bloomberg One Year Target Duration US Treasury ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.