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Donoghue Forlines’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Donoghue Forlines’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
Q1 		$4.62M Buy
+93,349
New +$4.64M 1.28% 8

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Donoghue Forlines's XTRE Position: Q1 2026 in Review

Donoghue Forlines opened a new position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q1 2026: 93,349 shares worth $4.62M. The stake represents 1.28% of the portfolio and ranks #8 among its holdings.

45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • Donoghue Forlines held 93,349 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $4.62M as of Q1 2026.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF was a new Donoghue Forlines position in Q1 2026.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 1.28% of Donoghue Forlines's portfolio in Q1 2026, its #8 holding.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.