WAS
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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
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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WESPAC Advisors SoCal's XTRE Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) stake by 4.1% in Q2 2026, buying an estimated $148K and bringing the position to 77,413 shares worth $3.8M. The position accounts for 0.68% of the portfolio, ranked #40.

WESPAC Advisors SoCal first reported a position in XTRE in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold XTRE as of Q2 2026.

  • WESPAC Advisors SoCal held 77,413 shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $3.8M as of Q2 2026.
  • WESPAC Advisors SoCal bought 3,014 BondBloxx Bloomberg Three Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $148K.
  • BondBloxx Bloomberg Three Year Target Duration US Treasury ETF made up 0.68% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #40 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 2 quarters since.
  • 9 funds tracked by Wall St. Rank held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.