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

Paladin Wealth’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 		– Sell
-32,421
Closed -$1.61M – 144
2026
Q1 		$1.61M Buy
32,421
+3,722
+13% +$185K 1.1% 25
2025
Q4 		$1.43M Buy
28,699
+3,048
+12% +$152K 0.98% 29
2025
Q3 		$1.28M Buy
25,651
+3,044
+13% +$151K 0.93% 30
2025
Q2 		$1.13M Buy
22,607
+2,559
+13% +$127K 0.88% 37
2025
Q1 		$993K Buy
20,048
+6,076
+43% +$298K 0.89% 43
2024
Q4 		$681K Sell
13,972
-4,336
-24% -$213K 0.59% 63
2024
Q3 		$915K Buy
+18,308
New +$906K 0.8% 42

Other funds holding XTRE

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
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Paladin Wealth's XTRE Position: Q2 2026 in Review

Paladin Wealth sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q2 2026, closing a stake of 32,421 shares — an estimated $1.61M sold.

Paladin Wealth first reported a position in XTRE in Q3 2024 and held it in 7 quarters. The position peaked at $1.61M in Q1 2026. 19 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Paladin Wealth reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Paladin Wealth sold 32,421 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.61M.
  • Paladin Wealth first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2024 and held it in 7 quarters.
  • Paladin Wealth's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.61M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.