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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
Q2 		– Sell
-93,349
Closed -$4.62M – 164
2026
Q1 		$4.62M Buy
+93,349
New +$4.64M 1.28% 8

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Nemes Rush Group
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Donoghue Forlines's XTRE Position: Q2 2026 in Review

Donoghue Forlines sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q2 2026, closing a stake of 93,349 shares — an estimated $4.62M sold.

Donoghue Forlines first reported a position in XTRE in Q1 2026 and held it in 1 quarter. The position peaked at $4.62M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Donoghue Forlines reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Donoghue Forlines sold 93,349 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.62M.
  • Donoghue Forlines first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Donoghue Forlines's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $4.62M 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 Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.