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

Strait & Sound 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	$2.11M	Buy	42,959 +5,625	+15%	+$277K	0.74%	36
2026 Q1	$1.85M	Buy	37,334 +2,023	+6%	+$101K	0.69%	38
2025 Q4	$1.76M	Buy	35,311 +835	+2%	+$41.6K	0.65%	40
2025 Q3	$1.72M	Buy	34,476 +2,986	+9%	+$148K	0.66%	37
2025 Q2	$1.57M	Buy	31,490 +4,321	+16%	+$214K	0.67%	35
2025 Q1	$1.35M	Buy	27,169 +11,021	+68%	+$540K	0.63%	33
2024 Q4	$788K	Buy	+16,148	New	+$793K	0.37%	52

Other funds holding XTRE

Straightline Group Troy, Michigan $212M AUM 7.27% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Strait & Sound Wealth Management's XTRE Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 15% in Q2 2026, buying an estimated $277K and bringing the position to 42,959 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #36.

Strait & Sound Wealth Management first reported a position in XTRE in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Strait & Sound Wealth Management held 42,959 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $2.11M as of Q2 2026.
Strait & Sound Wealth Management bought 5,625 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $277K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.74% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #36 holding.
Strait & Sound 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.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.