SAG
XTRE icon

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
2026
Q1 		– Sell
-948
Closed -$47.2K – 2474
2025
Q4 		$47.2K Buy
+948
New +$47.3K ﹤0.01% 1097

Other funds holding XTRE

SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

SageView Advisory Group's XTRE Position: Q1 2026 in Review

SageView Advisory Group sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q1 2026, closing a stake of 948 shares — an estimated $47.2K sold.

SageView Advisory Group first reported a position in XTRE in Q4 2025 and held it in 1 quarter. The position peaked at $47.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

  • SageView Advisory Group reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 948 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $47.2K.
  • SageView Advisory Group first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $47.2K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.