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

Meridian 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 		$3.73M Buy
75,984
+2,238
+3% +$110K 0.11% 171
2026
Q1 		$3.65M Buy
73,746
+9,596
+15% +$477K 0.13% 151
2025
Q4 		$3.19M Buy
64,150
+40,060
+166% +$2M 0.11% 165
2025
Q3 		$1.2M Buy
24,090
+9,015
+60% +$448K 0.05% 295
2025
Q2 		$750K Buy
15,075
+8,268
+121% +$409K 0.03% 366
2025
Q1 		$337K Buy
+6,807
New +$334K 0.02% 498

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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

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

Meridian Wealth Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 3% in Q2 2026, buying an estimated $110K and bringing the position to 75,984 shares worth $3.73M. The position accounts for 0.11% of the portfolio, ranked #171.

Meridian Wealth Management first reported a position in XTRE in Q1 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Meridian Wealth Management held 75,984 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $3.73M as of Q2 2026.
  • Meridian Wealth Management bought 2,238 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $110K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Meridian Wealth Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.