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 Q2	$4.59M	Sell	93,523 -58,963	-39%	-$2.9M	0.18%	129
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

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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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

Ausdal Financial Partners's XTRE Position: Q2 2026 in Review

Ausdal Financial Partners reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 39% in Q2 2026, selling an estimated $2.9M and leaving 93,523 shares worth $4.59M. The position accounts for 0.18% of the portfolio, ranked #129.

Ausdal Financial Partners first reported a position in XTRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.55M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Ausdal Financial Partners held 93,523 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $4.59M as of Q2 2026.
Ausdal Financial Partners sold 58,963 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.9M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.18% of Ausdal Financial Partners's portfolio in Q2 2026, its #129 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 5 quarters since.
Ausdal Financial Partners's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $7.55M 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 Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.