Cetera Investment Advisers
XTRE icon

Cetera Investment Advisers’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Cetera Investment Advisers’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 		$273K Buy
5,571
+533
+11% +$26.2K ﹤0.01% 4234
2026
Q1 		$249K Buy
5,038
+393
+8% +$19.5K ﹤0.01% 4140
2025
Q4 		$231K Buy
+4,645
New +$232K ﹤0.01% 4135

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

Cetera Investment Advisers's XTRE Position: Q2 2026 in Review

Cetera Investment Advisers increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 11% in Q2 2026, buying an estimated $26.2K and bringing the position to 5,571 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Cetera Investment Advisers first reported a position in XTRE in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Cetera Investment Advisers held 5,571 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $273K as of Q2 2026.
  • Cetera Investment Advisers bought 533 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $26.2K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4234 holding.
  • Cetera Investment Advisers first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.