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FSA Investment Group’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

FSA Investment Group’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 		$1.54M Buy
31,434
+9,907
+46% +$487K 0.5% 18
2026
Q1 		$1.07M Buy
21,527
+12,528
+139% +$623K 0.43% 16
2025
Q4 		$448K Buy
8,999
+91
+1% +$4.54K 0.27% 24
2025
Q3 		$444K Buy
+8,908
New +$443K 0.28% 28

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
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
TIP
Tandem Investment Partners Bordentown, New Jersey $130M AUM 18.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FSA Investment Group's XTRE Position: Q2 2026 in Review

FSA Investment Group increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 46% in Q2 2026, buying an estimated $487K and bringing the position to 31,434 shares worth $1.54M. The position accounts for 0.5% of the portfolio, ranked #18.

FSA Investment Group first reported a position in XTRE in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • FSA Investment Group held 31,434 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.54M as of Q2 2026.
  • FSA Investment Group bought 9,907 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $487K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.5% of FSA Investment Group's portfolio in Q2 2026, its #18 holding.
  • FSA Investment Group first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.