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XONEXONE
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

AE Wealth Management LLC holds 1.4M shares of XONE (BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF), worth $67.6M as of 2026-Q2. The position was increased (+12.0% shares). XONE represents 0.3% of AE Wealth Management LLC's portfolio.

Current Value

$67.6M

Current Shares

1.4M

Total Value Change

+$29.9M

Total Shares Change

+614,737

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+12.0%
$67.6M0.3%$49.22
40
2026-Q1
Increased
1.2M
+5.0%
$60.5M0.3%$48.72
37
2025-Q4
Increased
1.2M
+4.4%
$57.6M0.3%$48.44
37
2025-Q3
Increased
1.1M
+5.7%
$55.3M0.4%$47.91
37
2025-Q2
Increased
1.1M
+12.7%
$52.3M0.4%$47.37
40
2025-Q1
Increased
935,651
+22.0%
$46.5M0.4%$46.91
42
2024-Q4
Decreased
767,156
-21.6%
$38M0.3%$46.39
0
2024-Q3
Increased
978,105
+6.7%
$48.8M0.4%$46.03
37
2024-Q2
Increased
916,896
+16.2%
$45.4M0.5%$45.08
40
2024-Q1
Increased
788,806
+4.6%
$39.1M0.4%$44.60
36
2023-Q4
New
754,105
-
$37.6M0.2%$44.25
48

Other major holders of XONE: BANK OF AMERICA CORP /DE/, STIFEL FINANCIAL CORP

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