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
Q2 		$283K Buy
5,780
+1,010
+21% +$49.7K ﹤0.01% 2780
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 $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
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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Janney Montgomery Scott's XTRE Position: Q2 2026 in Review

Janney Montgomery Scott increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 21% in Q2 2026, buying an estimated $49.7K and bringing the position to 5,780 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Janney Montgomery Scott first reported a position in XTRE in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Janney Montgomery Scott held 5,780 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $283K as of Q2 2026.
  • Janney Montgomery Scott bought 1,010 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $49.7K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2780 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 4 quarters since.
  • 42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.