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

Pineridge 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
2025 Q3	$32.2K	Buy	645 +6	+0.9%	+$298	0.01%	133
2025 Q2	$31.8K	Buy	639 +6	+0.9%	+$297	0.01%	133
2025 Q1	$31.3K	Buy	633 +6	+1%	+$294	0.01%	140
2024 Q4	$30.6K	Buy	627 +7	+1%	+$344	0.01%	178
2024 Q3	$31K	Buy	+620	New	+$30.7K	0.01%	172

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Pineridge Advisors's XTRE Position: Q3 2025 in Review

Pineridge Advisors increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 0.94% in Q3 2025, buying an estimated $298 and bringing the position to 645 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #133.

Pineridge Advisors first reported a position in XTRE in Q3 2024 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold XTRE as of Q3 2025.

Pineridge Advisors held 645 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $32.2K as of Q3 2025.
Pineridge Advisors bought 6 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $298.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #133 holding.
Pineridge Advisors first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q3 2024 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.