DAS
XTRE icon

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

Dynamic Advisor Solutions’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 		$5.73M Buy
116,969
+23,708
+25% +$1.17M 0.16% 147
2026
Q1 		$4.62M Buy
93,261
+23,725
+34% +$1.18M 0.15% 163
2025
Q4 		$3.46M Buy
69,536
+16,979
+32% +$847K 0.11% 196
2025
Q3 		$2.62M Buy
52,557
+20,763
+65% +$1.03M 0.08% 259
2025
Q2 		$1.58M Buy
31,794
+11,896
+60% +$588K 0.05% 345
2025
Q1 		$986K Buy
19,898
+1,695
+9% +$83.1K 0.03% 421
2024
Q4 		$888K Buy
18,203
+12,470
+218% +$612K 0.04% 337
2024
Q3 		$287K Buy
+5,733
New +$284K 0.01% 766

Other funds holding XTRE

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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dynamic Advisor Solutions's XTRE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 25% in Q2 2026, buying an estimated $1.17M and bringing the position to 116,969 shares worth $5.73M. The position accounts for 0.16% of the portfolio, ranked #147.

Dynamic Advisor Solutions first reported a position in XTRE in Q3 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Dynamic Advisor Solutions held 116,969 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $5.73M as of Q2 2026.
  • Dynamic Advisor Solutions bought 23,708 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.17M.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.16% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #147 holding.
  • Dynamic Advisor Solutions first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.