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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
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

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
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
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

Barnes Wealth Management Group's XTRE Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 0.08% in Q1 2026, selling an estimated $1.19K and leaving 29,302 shares worth $1.45M. The position accounts for 0.74% of the portfolio, ranked #36.

Barnes Wealth Management Group first reported a position in XTRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • Barnes Wealth Management Group held 29,302 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.45M as of Q1 2026.
  • Barnes Wealth Management Group sold 24 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.19K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.74% of Barnes Wealth Management Group's portfolio in Q1 2026, its #36 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 6 quarters since.
  • Barnes Wealth Management Group's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.48M in Q2 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.