ECM
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Exchange Capital Management’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Exchange Capital 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
2025
Q2 		$1.14M Buy
22,875
+4,398
+24% +$218K 0.17% 120
2025
Q1 		$915K Buy
18,477
+2,211
+14% +$108K 0.15% 126
2024
Q4 		$793K Buy
+16,266
New +$798K 0.13% 138

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Exchange Capital Management's XTRE Position: Q2 2025 in Review

Exchange Capital Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 24% in Q2 2025, buying an estimated $218K and bringing the position to 22,875 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #120.

Exchange Capital Management first reported a position in XTRE in Q4 2024 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold XTRE as of Q2 2025.

  • Exchange Capital Management held 22,875 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.14M as of Q2 2025.
  • Exchange Capital Management bought 4,398 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $218K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.17% of Exchange Capital Management's portfolio in Q2 2025, its #120 holding.
  • Exchange Capital Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.