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Farther Finance Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Farther Finance Advisors’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 		$7.65K Sell
156
-13,415
-99% -$660K ﹤0.01% 4587
2026
Q1 		$669K Buy
13,571
+7,217
+114% +$359K 0.01% 1207
2025
Q4 		$316K Buy
+6,354
New +$317K ﹤0.01% 1617

Other funds holding XTRE

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

Farther Finance Advisors's XTRE Position: Q2 2026 in Review

Farther Finance Advisors reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 99% in Q2 2026, selling an estimated $660K and leaving 156 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4587.

Farther Finance Advisors first reported a position in XTRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $669K in Q1 2026. 9 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Farther Finance Advisors held 156 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $7.65K as of Q2 2026.
  • Farther Finance Advisors sold 13,415 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $660K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4587 holding.
  • Farther Finance Advisors 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.
  • Farther Finance Advisors's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $669K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.