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

Wealthcare Advisory 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	–	Sell	-23,248	Closed	-$1.14M	–	1178
2026 Q2	$1.14M	Sell	23,248 -6	-0%	-$295	0.02%	483
2026 Q1	$1.15M	Sell	23,254 -740	-3%	-$36.8K	0.02%	480
2025 Q4	$1.19M	Sell	23,994 -10,631	-31%	-$530K	0.02%	464
2025 Q3	$1.73M	Buy	34,625 +616	+2%	+$30.6K	0.04%	379
2025 Q2	$1.69M	Buy	34,009 +1,211	+4%	+$59.9K	0.04%	364
2025 Q1	$1.62M	Buy	32,798 +5,425	+20%	+$266K	0.04%	333
2024 Q4	$1.33M	Buy	27,373 +3,339	+14%	+$164K	0.04%	360
2024 Q3	$1.2M	Buy	24,034 +1,710	+8%	+$84.6K	0.03%	377
2024 Q2	$1.09M	Buy	22,324 +3,126	+16%	+$152K	0.03%	361
2024 Q1	$939K	Buy	+19,198	New	+$941K	0.03%	384

Other funds holding XTRE

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

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

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Barnes Wealth Management Group Bakersfield, California $223M AUM 13.46% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Wealthcare Advisory Partners's XTRE Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) in Q3 2026, closing a stake of 23,248 shares — an estimated $1.14M sold.

Wealthcare Advisory Partners first reported a position in XTRE in Q1 2024 and held it in 10 quarters. The position peaked at $1.73M in Q3 2025. 23 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

Wealthcare Advisory Partners reported no remaining BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 23,248 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.14M.
Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2024 and held it in 10 quarters.
Wealthcare Advisory Partners's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.73M in Q3 2025.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.