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 Q3	$1.54M	Buy	32,174 +2,046	+7%	+$99.4K	0.69%	38
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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Barnes Wealth Management Group's XTRE Position: Q3 2026 in Review

Barnes Wealth Management Group increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 6.8% in Q3 2026, buying an estimated $99.4K and bringing the position to 32,174 shares worth $1.54M. The position accounts for 0.69% of the portfolio, ranked #38.

Barnes Wealth Management Group first reported a position in XTRE in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Barnes Wealth Management Group held 32,174 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.54M as of Q3 2026.
Barnes Wealth Management Group bought 2,046 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $99.4K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.69% of Barnes Wealth Management Group's portfolio in Q3 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 8 quarters since.
14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.