SAG
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SageView Advisory Group’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

SageView Advisory Group’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 		$47.2K Buy
+948
New +$47.3K ﹤0.01% 1097

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $201M AUM 8.48% 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 $8.81B AUM 10.88% 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 $1.05B AUM 30.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Bank of America
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

SageView Advisory Group's XTRE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q4 2025: 948 shares worth $47.2K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

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

  • SageView Advisory Group held 948 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $47.2K as of Q4 2025.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF was a new SageView Advisory Group position in Q4 2025.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1097 holding.
  • 48 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.