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Ausdal Financial Partners’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Ausdal Financial Partners’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 		$7.55M Buy
152,486
+59,761
+64% +$2.97M 0.34% 68
2025
Q4 		$4.61M Buy
92,725
+9,973
+12% +$497K 0.21% 113
2025
Q3 		$4.12M Buy
82,752
+44,866
+118% +$2.23M 0.2% 124
2025
Q2 		$1.89M Buy
+37,886
New +$1.87M 0.13% 164

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
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
DF
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

Ausdal Financial Partners's XTRE Position: Q1 2026 in Review

Ausdal Financial Partners increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 64% in Q1 2026, buying an estimated $2.97M and bringing the position to 152,486 shares worth $7.55M. The position accounts for 0.34% of the portfolio, ranked #68.

Ausdal Financial Partners 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.

  • Ausdal Financial Partners held 152,486 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $7.55M as of Q1 2026.
  • Ausdal Financial Partners bought 59,761 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.97M.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.34% of Ausdal Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Ausdal Financial Partners 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 Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.