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 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 $201M AUM 8.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

DAS

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

Advyzon Investment Management's XTRE Position: Q1 2026 in Review

Advyzon Investment Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 54% in Q1 2026, buying an estimated $2.67M and bringing the position to 153,230 shares worth $7.59M. The position accounts for 0.68% of the portfolio, ranked #31.

Advyzon Investment Management first reported a position in XTRE in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

Advyzon Investment Management held 153,230 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $7.59M as of Q1 2026.
Advyzon Investment Management bought 53,725 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.67M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.68% of Advyzon Investment Management's portfolio in Q1 2026, its #31 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 4 quarters since.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.