Janney Montgomery Scott
XTRE icon

Janney Montgomery Scott’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Janney Montgomery Scott’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 		$236K Buy
4,770
+525
+12% +$26.1K ﹤0.01% 2542
2025
Q4 		$211K Buy
4,245
+151
+4% +$7.53K ﹤0.01% 2784
2025
Q3 		$204K Buy
+4,094
New +$203K ﹤0.01% 2729

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

Janney Montgomery Scott's XTRE Position: Q1 2026 in Review

Janney Montgomery Scott increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 12% in Q1 2026, buying an estimated $26.1K and bringing the position to 4,770 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Janney Montgomery Scott first reported a position in XTRE in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • Janney Montgomery Scott held 4,770 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $236K as of Q1 2026.
  • Janney Montgomery Scott bought 525 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $26.1K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2542 holding.
  • Janney Montgomery Scott first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.