SHWA
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Safe Harbor Wealth Advisors’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Safe Harbor Wealth 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
Q4 		$694K Buy
+13,926
New +$694K 0.67% 26

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 $1.21B AUM 33.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Safe Harbor Wealth Advisors's XTRE Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q4 2025: 13,926 shares worth $694K. The stake represents 0.67% of the portfolio and ranks #26 among its holdings.

48 funds tracked by Wall St. Rank hold XTRE as of Q4 2025.

  • Safe Harbor Wealth Advisors held 13,926 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $694K as of Q4 2025.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.67% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #26 holding.
  • 48 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.