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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) Institutional Ownership

$49.72 -0.03 (-0.05%)
As of 09:47 AM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$53.80M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$22.80M
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XTRE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Gradient Investments LLC693,407$34.56M0.6%+7.0%18.741%
8/28/2025Straightline Group LLC941,011$46.84M29.2%+2.8%26.963%
8/27/2025Barnes Wealth Management Group Inc29,645$1.48M0.9%+4.3%0.849%
8/15/2025Brown Financial Advisors44,063$2.19M0.9%-1.0%1.263%
8/15/2025IHT Wealth Management LLC6,750$336K0.0%N/A0.193%
8/15/2025Bank of America Corp DE81,709$4.07M0.0%+57.0%2.341%
8/14/2025Jane Street Group LLC22,254$1.11M0.0%+83.6%0.638%
8/14/2025Ausdal Financial Partners Inc.37,886$1.89M0.1%N/A1.086%
8/12/2025Nemes Rush Group LLC137,491$6.84M0.7%+40.2%3.940%
8/8/2025Meridian Wealth Management LLC15,075$750K0.0%+121.5%0.429%
8/8/2025Advyzon Investment Management LLC82,572$4.11M0.9%N/A2.352%
8/6/2025AE Wealth Management LLC47,437$2.36M0.0%+3.7%1.351%
8/5/2025Fullcircle Wealth LLC35,787$1.78M0.7%N/A1.020%
7/31/2025Strait & Sound Wealth Management LLC31,490$1.57M0.7%+15.9%0.897%
7/29/2025Mattson Financial Services LLC73,716$3.67M1.0%+3.5%2.100%
7/28/2025Smart Portfolios LLC74,042$3.69M3.7%-2.5%2.109%
7/25/2025CWM LLC379,606$18.90M0.1%-1.7%10.815%
7/22/2025Wealthcare Advisory Partners LLC34,009$1.69M0.0%+3.7%0.969%
7/21/2025Exchange Capital Management Inc.22,875$1.14M0.2%+23.8%0.652%
7/16/2025Maridea Wealth Management LLC49,156$2.45M0.6%N/A1.400%
7/9/2025Dynamic Advisor Solutions LLC31,794$1.58M0.0%+59.8%0.906%
7/9/2025Reyes Financial Architecture Inc.1,912$95K0.1%N/A0.054%
7/8/2025Paladin Wealth LLC22,607$1.13M0.9%+12.8%0.644%
7/8/2025Gradient Investments LLC648,316$32.27M0.6%+5.7%18.471%
6/27/2025Goldman Sachs Group Inc.8,566$424K0.0%N/A0.248%
5/22/2025Mattson Financial Services LLC71,213$3.53M1.1%-20.2%2.335%
5/20/2025Belpointe Asset Management LLC8,124$402K0.0%N/A0.266%
5/19/2025Jane Street Group LLC12,119$600K0.0%-5.7%0.397%
5/16/2025Strait & Sound Wealth Management LLC27,169$1.35M0.6%+68.2%0.891%
5/16/2025Goldman Sachs Group Inc.8,566$424K0.0%N/A0.281%
5/14/2025Barnes Wealth Management Group Inc28,420$1.41M0.9%+8.1%0.932%
5/14/2025Flow Traders U.S. LLC12,985$643K0.0%N/A0.426%
5/12/2025Meridian Wealth Management LLC6,807$337K0.0%N/A0.223%
5/9/2025Tandem Investment Partners LLC5,205$258K0.3%+15.9%0.174%
5/7/2025Nemes Rush Group LLC98,094$4.86M0.6%+45.5%3.270%
5/6/2025AE Wealth Management LLC45,736$2.27M0.0%+232.6%1.525%
5/5/2025Csenge Advisory Group4,300$213K0.0%N/A0.143%
5/1/2025CWM LLC386,077$19.12M0.1%+6.8%12.869%
4/29/2025Crew Capital Management Ltd.10,904$540K0.4%+4.2%0.363%
4/24/2025Smart Portfolios LLC75,932$3.76M4.1%-2.6%2.531%
4/17/2025Partners Wealth Management LLC15,356$761K0.9%+5.2%0.512%
4/17/2025Dynamic Advisor Solutions LLC19,898$986K0.0%+9.3%0.663%
4/15/2025Wealthcare Advisory Partners LLC32,798$1.62M0.0%+19.8%1.093%
4/9/2025Paladin Wealth LLC20,048$993K0.9%+43.5%0.668%
4/9/2025Gradient Investments LLC613,391$30.38M0.6%+25.9%20.446%
3/10/2025Mattson Financial Services LLC89,265$4.46M1.4%+188.1%3.815%
2/18/2025Strait & Sound Wealth Management LLC16,148$788K0.4%N/A1.495%
2/17/2025Citadel Advisors LLC8,798$429K0.0%-63.0%0.815%
2/17/2025Bank of America Corp DE42,567$2.08M0.0%+47.1%3.941%
2/14/2025Jane Street Group LLC12,849$627K0.0%N/A1.190%
2/13/2025Tandem Investment Partners LLC4,490$219K0.2%N/A0.416%
2/12/2025Nemes Rush Group LLC67,404$3.29M0.4%N/A6.241%
2/10/2025Smart Portfolios LLC77,953$3.80M4.0%-0.3%7.218%
2/6/2025Crew Capital Management Ltd.10,466$510K0.4%N/A0.969%
2/4/2025Exchange Capital Management Inc.16,266$793K0.1%N/A1.506%
2/4/2025Brown Financial Advisors36,259$1.77M0.7%-42.0%3.357%
2/4/2025Partners Wealth Management LLC14,595$712K0.8%N/A1.351%
1/29/2025Paladin Wealth LLC13,972$681K0.6%-23.7%1.294%
1/27/2025Legacy CG LLC57,009$2.78M0.9%N/A5.279%
1/21/2025Dynamic Advisor Solutions LLC18,203$888K0.0%+217.5%1.685%
1/21/2025Gradient Investments LLC487,210$23.76M0.5%-43.3%45.112%
1/17/2025Endeavor Private Wealth Inc.991$48K0.0%N/A0.092%
1/16/2025Sugar Maple Asset Management LLC2,000$98K0.1%N/A0.185%
1/15/2025Wealthcare Advisory Partners LLC27,373$1.34M0.0%+13.9%2.535%
11/18/2024Brown Financial Advisors62,533$3.13M1.3%+101.7%5.790%
10/31/2024Smart Portfolios LLC78,206$3.91M4.0%-19.7%7.241%
10/29/2024Fullcircle Wealth LLC14,167$697K0.3%N/A1.312%
10/11/2024Paladin Wealth LLC18,308$915K0.8%N/A1.695%
10/8/2024Dynamic Advisor Solutions LLC5,733$287K0.0%N/A0.531%
9/30/2024Mattson Financial Services LLC31,107$1.52M0.5%N/A2.880%
8/30/2024Brown Financial Advisors31,000$1.51M0.7%N/A2.870%
7/18/2024Gradient Investments LLC350,802$17.08M0.4%-6.0%32.482%
4/23/2024Gradient Investments LLC373,032$18.24M0.4%+543.2%34.863%
4/15/2024Wealthcare Advisory Partners LLC19,198$939K0.0%N/A1.794%
4/15/2024Sunbelt Securities Inc.6,776$331K0.0%N/A0.633%
1/18/2024Gradient Investments LLC57,997$2.86M0.1%N/A10.357%
11/16/2023Smart Portfolios LLC107,932$5.22M9.4%+0.5%19.274%
7/14/2023Smart Portfolios LLC107,421$5.25M9.2%N/A23.352%
(Data available from 1/1/2016 forward)

XTRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTRE shares?

During the previous two years, 35 institutional investors and hedge funds held shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF. The most heavily invested institutionals were Straightline Group LLC ($46.84M), Gradient Investments LLC ($34.56M), CWM LLC ($18.90M), Nemes Rush Group LLC ($6.84M), Advyzon Investment Management LLC ($4.11M), Bank of America Corp DE ($4.07M), and Smart Portfolios LLC ($3.69M).Learn more on BondBloxx Bloomberg Three Year Target Duration US Treasury ETF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Three Year Target Duration US Treasury ETF's stock?

Of the 34 institutional investors that purchased BondBloxx Bloomberg Three Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($579.23K), Nemes Rush Group LLC ($137.49K), Mattson Financial Services LLC ($91.89K), Advyzon Investment Management LLC ($82.57K), Brown Financial Advisors ($62.53K), Legacy CG LLC ($57.01K), and Fullcircle Wealth LLC ($49.95K).

How much institutional buying is happening at BondBloxx Bloomberg Three Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 1,087,703 shares in the last 24 months. This purchase volume represents approximately $53.80M in transactions.

Which of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF's major shareholders have been selling company stock?

The following institutional investors have sold BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock in the last 24 months: Gradient Investments LLC ($371.91K), Brown Financial Advisors ($26.74K), Smart Portfolios LLC ($23.33K), Mattson Financial Services LLC ($18.05K), Citadel Advisors LLC ($14.95K), CWM LLC ($6.47K), and Paladin Wealth LLC ($4.34K).

How much institutional selling is happening at BondBloxx Bloomberg Three Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 466,516 shares in the last 24 months. This volume of shares sold represents approximately $22.80M in transactions.


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This page (NYSEARCA:XTRE) was last updated on 10/7/2025 by MarketBeat.com Staff
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