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 Q2	$948K	Sell	19,329 -48,157	-71%	-$2.37M	0.1%	203
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

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

Maridea Wealth Management's XTRE Position: Q2 2026 in Review

Maridea Wealth Management reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 71% in Q2 2026, selling an estimated $2.37M and leaving 19,329 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #203.

Maridea Wealth Management first reported a position in XTRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Maridea Wealth Management held 19,329 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $948K as of Q2 2026.
Maridea Wealth Management sold 48,157 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.37M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.1% of Maridea Wealth Management's portfolio in Q2 2026, its #203 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 5 quarters since.
Maridea Wealth Management's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $3.34M in Q1 2026.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.