UBS Group’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

UBS 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	-470	Closed	-$23.4K	–	11264
2025 Q4	$23.4K	Buy	+470	New	+$23.4K	﹤0.01%	7683
2025 Q2	–	Sell	-323	Closed	-$16K	–	10907
2025 Q1	$16K	Sell	323 -133	-29%	-$6.52K	﹤0.01%	8371
2024 Q4	$22.2K	Buy	+456	New	+$22.4K	﹤0.01%	7802
2024 Q2	–	Sell	-1,020	Closed	-$49.9K	–	10196
2024 Q1	$49.9K	Buy	+1,020	New	+$50K	﹤0.01%	6506

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 $21.5B AUM 26.98% 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

UBS Group's XTRE Position: Q1 2026 in Review

UBS Group sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q1 2026, closing a stake of 470 shares — an estimated $23.4K sold.

UBS Group first reported a position in XTRE in Q1 2024 and held it in 4 quarters. The position peaked at $49.9K in Q1 2024. 45 funds tracked by Wall St. Rank hold XTRE as of Q1 2026.

UBS Group reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 470 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $23.4K.
UBS Group first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2024 and held it in 4 quarters.
UBS Group's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $49.9K in Q1 2024.
45 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.