Barnes Wealth Management Group’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Barnes Wealth Management Group’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	$1.48M	Buy	30,128 +826	+3%	+$40.6K	0.68%	38
2026 Q1	$1.45M	Sell	29,302 -24	-0.1%	-$1.19K	0.74%	36
2025 Q4	$1.46M	Buy	29,326 +726	+3%	+$36.2K	0.78%	36
2025 Q3	$1.43M	Sell	28,600 -1,045	-4%	-$51.9K	0.78%	37
2025 Q2	$1.48M	Buy	29,645 +1,225	+4%	+$60.6K	0.87%	35
2025 Q1	$1.41M	Buy	28,420 +2,131	+8%	+$104K	0.9%	32
2024 Q4	$1.28M	Buy	+26,289	New	+$1.29M	0.86%	34

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

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

Barnes Wealth Management Group's XTRE Position: Q2 2026 in Review

Barnes Wealth Management Group increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 2.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 30,128 shares worth $1.48M. The position accounts for 0.68% of the portfolio, ranked #38.

Barnes Wealth Management Group first reported a position in XTRE in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Barnes Wealth Management Group held 30,128 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.48M as of Q2 2026.
Barnes Wealth Management Group bought 826 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $40.6K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.68% of Barnes Wealth Management Group's portfolio in Q2 2026, its #38 holding.
Barnes Wealth Management Group first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.