Envestnet Asset Management
XTRE icon

Envestnet Asset Management’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Envestnet Asset Management’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 		$623K Sell
12,712
-3,006
-19% -$148K ﹤0.01% 3921
2026
Q1 		$778K Buy
15,718
+4,955
+46% +$246K ﹤0.01% 3620
2025
Q4 		$536K Buy
+10,763
New +$537K ﹤0.01% 3657

Other funds holding XTRE

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
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
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
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management's XTRE Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 19% in Q2 2026, selling an estimated $148K and leaving 12,712 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #3921.

Envestnet Asset Management first reported a position in XTRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q1 2026. 21 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Envestnet Asset Management held 12,712 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $623K as of Q2 2026.
  • Envestnet Asset Management sold 3,006 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $148K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3921 holding.
  • Envestnet Asset Management 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.
  • Envestnet Asset Management's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $778K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.