Belpointe Asset Management’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Belpointe Asset Management’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	$735K	Buy	15,354 +1,114	+8%	+$54.1K	0.02%	619
2026 Q2	$698K	Buy	14,240 +656	+5%	+$32.3K	0.02%	607
2026 Q1	$673K	Buy	13,584 +896	+7%	+$44.5K	0.02%	598
2025 Q4	$631K	Buy	12,688 +4,263	+51%	+$213K	0.02%	583
2025 Q3	$420K	Buy	8,425 +233	+3%	+$11.6K	0.02%	679
2025 Q2	$408K	Buy	8,192 +68	+0.8%	+$3.36K	0.02%	648
2025 Q1	$402K	Buy	+8,124	New	+$398K	0.02%	623

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

Barnes Wealth Management Group Bakersfield, California $223M AUM 13.46% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

Belpointe Asset Management's XTRE Position: Q3 2026 in Review

Belpointe Asset Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 7.8% in Q3 2026, buying an estimated $54.1K and bringing the position to 15,354 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #619.

Belpointe Asset Management first reported a position in XTRE in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Belpointe Asset Management held 15,354 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $735K as of Q3 2026.
Belpointe Asset Management bought 1,114 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $54.1K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #619 holding.
Belpointe Asset Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 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 Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.