WESPAC Advisors SoCal’s BondBloxx Bloomberg Three Year Target Duration US Treasury ETF XTRE Stock Holding History

WESPAC Advisors SoCal’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	$2.45M	Sell	51,121 -26,292	-34%	-$1.28M	0.44%	54
2026 Q2	$3.8M	Buy	77,413 +3,014	+4%	+$148K	0.68%	40
2026 Q1	$3.68M	Buy	+74,399	New	+$3.7M	0.78%	38

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

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

WESPAC Advisors SoCal's XTRE Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 34% in Q3 2026, selling an estimated $1.28M and leaving 51,121 shares worth $2.45M. The position accounts for 0.44% of the portfolio, ranked #54.

WESPAC Advisors SoCal first reported a position in XTRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.8M in Q2 2026. 9 funds tracked by Wall St. Rank hold XTRE as of Q3 2026.

WESPAC Advisors SoCal held 51,121 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $2.45M as of Q3 2026.
WESPAC Advisors SoCal sold 26,292 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.28M.
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.44% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #54 holding.
WESPAC Advisors SoCal first reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in Q1 2026 and has held it in 3 quarters since.
WESPAC Advisors SoCal's BondBloxx Bloomberg Three Year Target Duration US Treasury ETF position peaked at $3.8M in Q2 2026.
9 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.