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

Triad Wealth 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 Q3	$1.09M	Buy	+22,824	New	+$1.11M	0.06%	200

Other funds holding XTRE

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

North Forty Two & Co Lake Oswego, Oregon $121M AUM 16.95% 1-Year Est. Return

Autumn Glory Partners Dallas, Texas $360M AUM 17.99% 1-Year Est. Return

Tandem Investment Partners Bordentown, New Jersey $129M AUM 12.11% 1-Year Est. Return

Triad Wealth Partners's XTRE Position: Q3 2026 in Review

Triad Wealth Partners opened a new position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q3 2026: 22,824 shares worth $1.09M. The stake represents 0.06% of the portfolio and ranks #200 among its holdings.

9 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Triad Wealth Partners held 22,824 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.09M as of Q3 2026.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF was a new Triad Wealth Partners position in Q3 2026.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.06% of Triad Wealth Partners's portfolio in Q3 2026, its #200 holding.
9 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.