MWM
XTRE icon

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

Maridea 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 		$3.34M Buy
67,486
+31,350
+87% +$1.56M 0.49% 49
2025
Q4 		$1.8M Buy
36,136
+2,216
+7% +$110K 0.27% 97
2025
Q3 		$1.7M Sell
33,920
-15,236
-31% -$757K 0.26% 95
2025
Q2 		$2.45M Buy
+49,156
New +$2.43M 0.64% 34

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

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

Maridea Wealth Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 87% in Q1 2026, buying an estimated $1.56M and bringing the position to 67,486 shares worth $3.34M. The position accounts for 0.49% of the portfolio, ranked #49.

Maridea Wealth Management first reported a position in XTRE in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • Maridea Wealth Management held 67,486 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $3.34M as of Q1 2026.
  • Maridea Wealth Management bought 31,350 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.56M.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.49% of Maridea Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Maridea Wealth Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 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 Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.