Tandem Investment Partners’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

Tandem Investment Partners’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	$382K	Sell	7,790 -1,265	-14%	-$62.2K	0.29%	61
2026 Q1	$448K	Buy	9,055 +526	+6%	+$26.2K	0.38%	52
2025 Q4	$424K	Buy	8,529 +1,917	+29%	+$95.6K	0.36%	52
2025 Q3	$330K	Buy	6,612 +1,476	+29%	+$73.3K	0.27%	60
2025 Q2	$256K	Sell	5,136 -69	-1%	-$3.41K	0.22%	65
2025 Q1	$258K	Buy	5,205 +715	+16%	+$35.1K	0.25%	61
2024 Q4	$219K	Buy	+4,490	New	+$220K	0.21%	62

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

Tandem Investment Partners's XTRE Position: Q2 2026 in Review

Tandem Investment Partners reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 14% in Q2 2026, selling an estimated $62.2K and leaving 7,790 shares worth $382K. The position accounts for 0.29% of the portfolio, ranked #61.

Tandem Investment Partners first reported a position in XTRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2026. 42 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

Tandem Investment Partners held 7,790 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $382K as of Q2 2026.
Tandem Investment Partners sold 1,265 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $62.2K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.29% of Tandem Investment Partners's portfolio in Q2 2026, its #61 holding.
Tandem Investment Partners 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.
Tandem Investment Partners's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $448K in Q1 2026.
42 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.