Brown Financial Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Brown Financial Advisors’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	–	Sell	-60,912	Closed	-$3.02M	–	230
2026 Q1	$3.02M	Buy	60,912 +14,548	+31%	+$723K	1.14%	21
2025 Q4	$2.31M	Buy	46,364 +242	+0.5%	+$12.1K	0.84%	35
2025 Q3	$2.3M	Buy	46,122 +2,059	+5%	+$102K	0.85%	37
2025 Q2	$2.19M	Sell	44,063 -462	-1%	-$22.9K	0.86%	38
2025 Q1	$2.21M	Buy	44,525 +8,266	+23%	+$405K	0.91%	38
2024 Q4	$1.77M	Sell	36,259 -26,274	-42%	-$1.29M	0.71%	42
2024 Q3	$3.13M	Buy	62,533 +31,533	+102%	+$1.56M	1.29%	24
2024 Q2	$1.51M	Buy	+31,000	New	+$1.5M	0.67%	48

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

Brown Financial Advisors's XTRE Position: Q2 2026 in Review

Brown Financial Advisors sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q2 2026, closing a stake of 60,912 shares — an estimated $3.02M sold.

Brown Financial Advisors first reported a position in XTRE in Q2 2024 and held it in 8 quarters. The position peaked at $3.13M in Q3 2024. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Brown Financial Advisors reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Brown Financial Advisors sold 60,912 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.02M.
Brown Financial Advisors first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q2 2024 and held it in 8 quarters.
Brown Financial Advisors's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $3.13M in Q3 2024.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.