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 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 $201M AUM 8.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Tandem Investment Partners's XTRE Position: Q1 2026 in Review

Tandem Investment Partners increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 6.2% in Q1 2026, buying an estimated $26.2K and bringing the position to 9,055 shares worth $448K. The position accounts for 0.38% of the portfolio, ranked #52.

Tandem Investment Partners first reported a position in XTRE in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

Tandem Investment Partners held 9,055 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $448K as of Q1 2026.
Tandem Investment Partners bought 526 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $26.2K.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.38% of Tandem Investment Partners's portfolio in Q1 2026, its #52 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 6 quarters since.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.