GRP
XTRE icon

Global Retirement Partners’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Global Retirement Partners’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
Q4 		$49.9K Buy
1,002
+641
+178% +$32K ﹤0.01% 2357
2025
Q3 		$18K Sell
361
-52
-13% -$2.58K ﹤0.01% 2453
2025
Q2 		$20.6K Buy
+413
New +$20.4K ﹤0.01% 2276
2024
Q4 		$19.1K Buy
392
+3
+0.8% +$147 ﹤0.01% 2113
2024
Q3 		$19.4K Buy
389
+3
+0.8% +$148 ﹤0.01% 2014
2024
Q2 		$18.8K Buy
386
+3
+0.8% +$145 ﹤0.01% 2016
2024
Q1 		$18.7K Buy
383
+47
+14% +$2.3K ﹤0.01% 1845
2023
Q4 		$16.6K Buy
336
+3
+0.9% +$146 ﹤0.01% 1850
2023
Q3 		$16K Buy
333
+2
+0.6% +$97 ﹤0.01% 1739
2023
Q2 		$16.2K Sell
331
-34
-9% -$1.69K ﹤0.01% 1760
2023
Q1 		$18.3K Buy
+365
New +$18.1K ﹤0.01% 1672

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Global Retirement Partners's XTRE Position: Q4 2025 in Review

Global Retirement Partners increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 178% in Q4 2025, buying an estimated $32K and bringing the position to 1,002 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Global Retirement Partners first reported a position in XTRE in Q1 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold XTRE as of Q4 2025.

  • Global Retirement Partners held 1,002 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $49.9K as of Q4 2025.
  • Global Retirement Partners bought 641 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $32K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2357 holding.
  • Global Retirement Partners first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2023 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.