CIAS
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Capital Investment Advisory Services’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Capital Investment Advisory Services’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 		$8.09K Sell
165
-51
-24% -$2.51K ﹤0.01% 1179
2026
Q1 		$10.7K Buy
216
+113
+110% +$5.62K ﹤0.01% 1052
2025
Q4 		$5.13K Hold
103
– – ﹤0.01% 1071
2025
Q3 		$5.13K Buy
+103
New +$5.12K ﹤0.01% 1011

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's XTRE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 24% in Q2 2026, selling an estimated $2.51K and leaving 165 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Capital Investment Advisory Services first reported a position in XTRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.7K in Q1 2026. 12 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Capital Investment Advisory Services held 165 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $8.09K as of Q2 2026.
  • Capital Investment Advisory Services sold 51 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.51K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1179 holding.
  • Capital Investment Advisory Services first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisory Services's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $10.7K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.