MWM
XTRE icon

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
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 $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

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

Meridian Wealth Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 15% in Q1 2026, buying an estimated $477K and bringing the position to 73,746 shares worth $3.65M. The position accounts for 0.13% of the portfolio, ranked #151.

Meridian Wealth Management first reported a position in XTRE in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • Meridian Wealth Management held 73,746 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $3.65M as of Q1 2026.
  • Meridian Wealth Management bought 9,596 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $477K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.13% of Meridian Wealth Management's portfolio in Q1 2026, its #151 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 5 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.