Lido Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Lido Advisors’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	$2.44M	Buy	50,898 +1,483	+3%	+$72.1K	0.01%	725
2026 Q2	$2.42M	Buy	49,415 +1,333	+3%	+$65.5K	0.01%	732
2026 Q1	$2.38M	Buy	48,082 +1,821	+4%	+$90.5K	0.01%	661
2025 Q4	$2.3M	Buy	46,261 +21,498	+87%	+$1.07M	0.01%	680
2025 Q3	$1.23M	Buy	+24,763	New	+$1.23M	﹤0.01%	862

Other funds holding XTRE

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Barnes Wealth Management Group Bakersfield, California $223M AUM 13.46% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Lido Advisors's XTRE Position: Q3 2026 in Review

Lido Advisors increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 3% in Q3 2026, buying an estimated $72.1K and bringing the position to 50,898 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #725.

Lido Advisors first reported a position in XTRE in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Lido Advisors held 50,898 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $2.44M as of Q3 2026.
Lido Advisors bought 1,483 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $72.1K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #725 holding.
Lido Advisors first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.