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IHT Wealth Management’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-6,850
Closed -$341K – 1340
2025
Q4 		$341K Hold
6,850
– – 0.01% 919
2025
Q3 		$341K Buy
6,850
+100
+1% +$4.97K 0.01% 879
2025
Q2 		$336K Buy
+6,750
New +$334K 0.01% 835

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
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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

IHT Wealth Management's XTRE Position: Q1 2026 in Review

IHT Wealth Management sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q1 2026, closing a stake of 6,850 shares — an estimated $341K sold.

IHT Wealth Management first reported a position in XTRE in Q2 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • IHT Wealth Management reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 6,850 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $341K.
  • IHT Wealth Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q2 2025 and held it in 3 quarters.
  • IHT Wealth Management's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $341K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.