Gradient Investments’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Gradient Investments’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 Q3	–	Sell	-5,336	Closed	-$262K	–	488
2026 Q2	$262K	Sell	5,336 -910,061	-99%	-$44.7M	﹤0.01%	421
2026 Q1	$45.3M	Buy	915,397 +144,054	+19%	+$7.16M	0.7%	36
2025 Q4	$38.4M	Buy	771,343 +77,936	+11%	+$3.89M	0.61%	48
2025 Q3	$34.6M	Buy	693,407 +45,091	+7%	+$2.24M	0.58%	57
2025 Q2	$32.3M	Buy	648,316 +34,925	+6%	+$1.73M	0.59%	58
2025 Q1	$30.4M	Buy	613,391 +126,181	+26%	+$6.19M	0.61%	54
2024 Q4	$23.8M	Sell	487,210 -371,911	-43%	-$18.3M	0.48%	60
2024 Q3	$43M	Buy	859,121 +508,319	+145%	+$25.2M	0.9%	32
2024 Q2	$17.1M	Sell	350,802 -22,230	-6%	-$1.08M	0.38%	82
2024 Q1	$18.2M	Buy	373,032 +315,035	+543%	+$15.4M	0.42%	70
2023 Q4	$2.86M	Buy	+57,997	New	+$2.82M	0.07%	162

Gradient Investments's XTRE Position: Q3 2026 in Review

Gradient Investments sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q3 2026, closing a stake of 5,336 shares — an estimated $262K sold.

Gradient Investments first reported a position in XTRE in Q4 2023 and held it in 11 quarters. The position peaked at $45.3M in Q1 2026. 0 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Gradient Investments reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 5,336 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $262K.
Gradient Investments first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2023 and held it in 11 quarters.
Gradient Investments's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $45.3M in Q1 2026.
0 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.