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Capital Advisor Network’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Capital Advisor Network’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 		$757K Sell
15,437
-13,382
-46% -$658K 0.95% 18
2026
Q1 		$1.43M Buy
+28,819
New +$1.43M 2% 14

Other funds holding XTRE

SG
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
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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Capital Advisor Network's XTRE Position: Q2 2026 in Review

Capital Advisor Network reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 46% in Q2 2026, selling an estimated $658K and leaving 15,437 shares worth $757K. The position accounts for 0.95% of the portfolio, ranked #18.

Capital Advisor Network first reported a position in XTRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Capital Advisor Network held 15,437 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $757K as of Q2 2026.
  • Capital Advisor Network sold 13,382 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $658K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.95% of Capital Advisor Network's portfolio in Q2 2026, its #18 holding.
  • Capital Advisor Network first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.43M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.