Advyzon Investment Management’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Advyzon Investment Management’s Portfolio XTRE Stock Details XTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.47M	Sell	91,166 -62,064	-41%	-$3.05M	0.32%	73
2026 Q1	$7.59M	Buy	153,230 +53,725	+54%	+$2.67M	0.68%	31
2025 Q4	$4.95M	Buy	99,505 +39,196	+65%	+$1.95M	0.57%	38
2025 Q3	$3.01M	Sell	60,309 -22,263	-27%	-$1.11M	0.52%	43
2025 Q2	$4.11M	Buy	+82,572	New	+$4.08M	0.91%	22

Other funds holding XTRE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

NRG

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

AWM

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Advyzon Investment Management's XTRE Position: Q2 2026 in Review

Advyzon Investment Management reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 41% in Q2 2026, selling an estimated $3.05M and leaving 91,166 shares worth $4.47M. The position accounts for 0.32% of the portfolio, ranked #73.

Advyzon Investment Management first reported a position in XTRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.59M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Advyzon Investment Management held 91,166 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $4.47M as of Q2 2026.
Advyzon Investment Management sold 62,064 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.05M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.32% of Advyzon Investment Management's portfolio in Q2 2026, its #73 holding.
Advyzon Investment Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $7.59M in Q1 2026.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.