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

Partners 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
Q2 		$1.59M Buy
32,468
+718
+2% +$35.3K 1.56% 14
2026
Q1 		$1.57M Sell
31,750
-2,023
-6% -$101K 1.62% 16
2025
Q4 		$1.68M Buy
33,773
+10,461
+45% +$522K 1.76% 14
2025
Q3 		$1.16M Buy
23,312
+8,057
+53% +$400K 1.15% 21
2025
Q2 		$754K Sell
15,255
-101
-0.7% -$5K 0.86% 40
2025
Q1 		$761K Buy
15,356
+761
+5% +$37.3K 0.86% 40
2024
Q4 		$712K Buy
+14,595
New +$716K 0.81% 41

Other funds holding XTRE

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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Partners Wealth Management's XTRE Position: Q2 2026 in Review

Partners Wealth Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 2.3% in Q2 2026, buying an estimated $35.3K and bringing the position to 32,468 shares worth $1.59M. The position accounts for 1.56% of the portfolio, ranked #14.

Partners Wealth Management first reported a position in XTRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 12 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Partners Wealth Management held 32,468 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.59M as of Q2 2026.
  • Partners Wealth Management bought 718 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $35.3K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 1.56% of Partners Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Partners Wealth Management first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.68M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.