Nemes Rush Group’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Nemes Rush Group’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	$14.9M	Buy	300,166 +61,007	+26%	+$3.03M	1.41%	22
2025 Q4	$11.9M	Buy	239,159 +53,234	+29%	+$2.65M	1.12%	28
2025 Q3	$9.27M	Buy	185,925 +48,434	+35%	+$2.41M	0.92%	40
2025 Q2	$6.84M	Buy	137,491 +39,397	+40%	+$1.95M	0.75%	42
2025 Q1	$4.86M	Buy	98,094 +30,690	+46%	+$1.5M	0.61%	43
2024 Q4	$3.29M	Buy	+67,404	New	+$3.31M	0.41%	54

Other funds holding XTRE

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Nemes Rush Group's XTRE Position: Q1 2026 in Review

Nemes Rush Group increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 26% in Q1 2026, buying an estimated $3.03M and bringing the position to 300,166 shares worth $14.9M. The position accounts for 1.41% of the portfolio, ranked #22.

Nemes Rush Group first reported a position in XTRE in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

Nemes Rush Group held 300,166 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $14.9M as of Q1 2026.
Nemes Rush Group bought 61,007 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $3.03M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 1.41% of Nemes Rush Group's portfolio in Q1 2026, its #22 holding.
Nemes Rush Group first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2024 and has held it in 6 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 Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.