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 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

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

Lido Advisors's XTRE Position: Q2 2026 in Review

Lido Advisors increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 2.8% in Q2 2026, buying an estimated $65.5K and bringing the position to 49,415 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #732.

Lido Advisors 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.

Lido Advisors held 49,415 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $2.42M as of Q2 2026.
Lido Advisors bought 1,333 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $65.5K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #732 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 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.