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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
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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
TIP
Tandem Investment Partners Bordentown, New Jersey $130M AUM 18.22% 1-Year Est. Return

Belpointe Asset Management's XTRE Position: Q2 2026 in Review

Belpointe Asset Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 4.8% in Q2 2026, buying an estimated $32.3K and bringing the position to 14,240 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #607.

Belpointe Asset Management first reported a position in XTRE in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Belpointe Asset Management held 14,240 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $698K as of Q2 2026.
  • Belpointe Asset Management bought 656 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $32.3K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #607 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 6 quarters since.
  • 17 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.