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 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

Other funds holding XTRE

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Gradient Investments's XTRE Position: Q2 2026 in Review

Gradient Investments reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 99% in Q2 2026, selling an estimated $44.7M and leaving 5,336 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Gradient Investments first reported a position in XTRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.3M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Gradient Investments held 5,336 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $262K as of Q2 2026.
Gradient Investments sold 910,061 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $44.7M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #421 holding.
Gradient Investments first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Gradient Investments's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $45.3M in Q1 2026.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.