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NewEdge Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

NewEdge Advisors’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 		$989K Buy
19,980
+2,108
+12% +$105K ﹤0.01% 1513
2025
Q4 		$889K Buy
+17,872
New +$891K ﹤0.01% 1563

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

NewEdge Advisors's XTRE Position: Q1 2026 in Review

NewEdge Advisors increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 12% in Q1 2026, buying an estimated $105K and bringing the position to 19,980 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

NewEdge Advisors first reported a position in XTRE in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • NewEdge Advisors held 19,980 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $989K as of Q1 2026.
  • NewEdge Advisors bought 2,108 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $105K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1513 holding.
  • NewEdge Advisors first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2025 and has held it in 2 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.