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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
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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's XTRE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 0.03% in Q2 2026, selling an estimated $295 and leaving 23,248 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #483.

Wealthcare Advisory Partners first reported a position in XTRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2025. 12 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • Wealthcare Advisory Partners held 23,248 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $1.14M as of Q2 2026.
  • Wealthcare Advisory Partners sold 6 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $295.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #483 holding.
  • Wealthcare Advisory Partners first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealthcare Advisory Partners's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $1.73M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.