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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
Q2 		$989K Buy
20,166
+186
+0.9% +$9.14K ﹤0.01% 1672
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 $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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

NewEdge Advisors's XTRE Position: Q2 2026 in Review

NewEdge Advisors increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 0.93% in Q2 2026, buying an estimated $9.14K and bringing the position to 20,166 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

NewEdge Advisors first reported a position in XTRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $989K in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • NewEdge Advisors held 20,166 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $989K as of Q2 2026.
  • NewEdge Advisors bought 186 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $9.14K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1672 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 3 quarters since.
  • NewEdge Advisors's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $989K 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.