BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) Institutional Ownership $49.90 +0.02 (+0.04%) Closing price 04:10 PM EasternExtended Trading$49.90 0.00 (0.00%) As of 04:37 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE)Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$54.58MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$22.80M Get XTRE Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data XTRE Institutional Buying and Selling by Quarter BondBloxx Bloomberg Three Year Target Duration US Treasury ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/28/2025Straightline Group LLC941,011$46.84M29.2%+2.8%26.963% 8/27/2025 Barnes Wealth Management Group Inc29,645$1.48M0.9%+4.3%0.849% 8/15/2025 Brown Financial Advisors44,063$2.19M0.9%-1.0%1.263% 8/15/2025 IHT Wealth Management LLC6,750$336K0.0%N/A0.193% 8/15/2025 Bank of America Corp DE81,709$4.07M0.0%+57.0%2.341% 8/14/2025 Jane Street Group LLC22,254$1.11M0.0%+83.6%0.638% 8/14/2025 Ausdal Financial Partners Inc.37,886$1.89M0.1%N/A1.086% 8/12/2025 Nemes Rush Group LLC137,491$6.84M0.7%+40.2%3.940% 8/8/2025 Meridian Wealth Management LLC15,075$750K0.0%+121.5%0.429% 8/8/2025 Advyzon Investment Management LLC82,572$4.11M0.9%N/A2.352% Get the Latest News and Ratings for XTRE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for BondBloxx Bloomberg Three Year Target Duration US Treasury ETF and its competitors with MarketBeat's FREE daily newsletter. 8/6/2025 AE Wealth Management LLC47,437$2.36M0.0%+3.7%1.351% 8/5/2025 Fullcircle Wealth LLC35,787$1.78M0.7%N/A1.020% 7/31/2025 Strait & Sound Wealth Management LLC31,490$1.57M0.7%+15.9%0.897% 7/29/2025 Mattson Financial Services LLC73,716$3.67M1.0%+3.5%2.100% 7/28/2025 Smart Portfolios LLC74,042$3.69M3.7%-2.5%2.109% 7/25/2025 CWM LLC379,606$18.90M0.1%-1.7%10.815% 7/22/2025 Wealthcare Advisory Partners LLC34,009$1.69M0.0%+3.7%0.969% 7/21/2025 Exchange Capital Management Inc.22,875$1.14M0.2%+23.8%0.652% 7/16/2025 Maridea Wealth Management LLC49,156$2.45M0.6%N/A1.400% 7/9/2025 Dynamic Advisor Solutions LLC31,794$1.58M0.0%+59.8%0.906% 7/9/2025 Reyes Financial Architecture Inc.1,912$95K0.1%N/A0.054% 7/8/2025 Paladin Wealth LLC22,607$1.13M0.9%+12.8%0.644% 7/8/2025 Gradient Investments LLC648,316$32.27M0.6%+5.7%18.471% 6/27/2025 Goldman Sachs Group Inc.8,566$424K0.0%N/A0.248% 5/22/2025 Mattson Financial Services LLC71,213$3.53M1.1%-20.2%2.335% 5/20/2025 Belpointe Asset Management LLC8,124$402K0.0%N/A0.266% 5/19/2025 Jane Street Group LLC12,119$600K0.0%-5.7%0.397% 5/16/2025 Strait & Sound Wealth Management LLC27,169$1.35M0.6%+68.2%0.891% 5/16/2025 Goldman Sachs Group Inc.8,566$424K0.0%N/A0.281% 5/14/2025 Barnes Wealth Management Group Inc28,420$1.41M0.9%+8.1%0.932% 5/14/2025 Flow Traders U.S. LLC12,985$643K0.0%N/A0.426% 5/12/2025 Meridian Wealth Management LLC6,807$337K0.0%N/A0.223% 5/9/2025 Tandem Investment Partners LLC5,205$258K0.3%+15.9%0.174% 5/7/2025 Nemes Rush Group LLC98,094$4.86M0.6%+45.5%3.270% 5/6/2025 AE Wealth Management LLC45,736$2.27M0.0%+232.6%1.525% 5/5/2025 Csenge Advisory Group4,300$213K0.0%N/A0.143% 5/1/2025 CWM LLC386,077$19.12M0.1%+6.8%12.869% 4/29/2025 Crew Capital Management Ltd.10,904$540K0.4%+4.2%0.363% 4/24/2025 Smart Portfolios LLC75,932$3.76M4.1%-2.6%2.531% 4/17/2025 Partners Wealth Management LLC15,356$761K0.9%+5.2%0.512% Capital Gains Tax Strategies for Seniors (Ad)Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.Click here to see the three strategies and get matched with a financial advisor today.4/17/2025 Dynamic Advisor Solutions LLC19,898$986K0.0%+9.3%0.663% 4/15/2025 Wealthcare Advisory Partners LLC32,798$1.62M0.0%+19.8%1.093% 4/9/2025 Paladin Wealth LLC20,048$993K0.9%+43.5%0.668% 4/9/2025 Gradient Investments LLC613,391$30.38M0.6%+25.9%20.446% 3/10/2025 Mattson Financial Services LLC89,265$4.46M1.4%+188.1%3.815% 2/18/2025 Strait & Sound Wealth Management LLC16,148$788K0.4%N/A1.495% 2/17/2025 Citadel Advisors LLC8,798$429K0.0%-63.0%0.815% 2/17/2025 Bank of America Corp DE42,567$2.08M0.0%+47.1%3.941% 2/14/2025 Jane Street Group LLC12,849$627K0.0%N/A1.190% 2/13/2025 Tandem Investment Partners LLC4,490$219K0.2%N/A0.416% 2/12/2025 Nemes Rush Group LLC67,404$3.29M0.4%N/A6.241% 2/10/2025 Smart Portfolios LLC77,953$3.80M4.0%-0.3%7.218% 2/6/2025 Crew Capital Management Ltd.10,466$510K0.4%N/A0.969% 2/4/2025 Exchange Capital Management Inc.16,266$793K0.1%N/A1.506% 2/4/2025 Brown Financial Advisors36,259$1.77M0.7%-42.0%3.357% 2/4/2025 Partners Wealth Management LLC14,595$712K0.8%N/A1.351% 1/29/2025 Paladin Wealth LLC13,972$681K0.6%-23.7%1.294% 1/27/2025 Legacy CG LLC57,009$2.78M0.9%N/A5.279% 1/21/2025 Dynamic Advisor Solutions LLC18,203$888K0.0%+217.5%1.685% 1/21/2025 Gradient Investments LLC487,210$23.76M0.5%-43.3%45.112% 1/17/2025 Endeavor Private Wealth Inc.991$48K0.0%N/A0.092% 1/16/2025 Sugar Maple Asset Management LLC2,000$98K0.1%N/A0.185% 1/15/2025 Wealthcare Advisory Partners LLC27,373$1.34M0.0%+13.9%2.535% 11/18/2024 Brown Financial Advisors62,533$3.13M1.3%+101.7%5.790% 10/31/2024 Smart Portfolios LLC78,206$3.91M4.0%-19.7%7.241% 10/29/2024 Fullcircle Wealth LLC14,167$697K0.3%N/A1.312% 10/11/2024 Paladin Wealth LLC18,308$915K0.8%N/A1.695% 10/8/2024 Dynamic Advisor Solutions LLC5,733$287K0.0%N/A0.531% 9/30/2024 Mattson Financial Services LLC31,107$1.52M0.5%N/A2.880% 8/30/2024 Brown Financial Advisors31,000$1.51M0.7%N/A2.870% 7/18/2024 Gradient Investments LLC350,802$17.08M0.4%-6.0%32.482% 4/23/2024 Gradient Investments LLC373,032$18.24M0.4%+543.2%34.863% 4/15/2024 Wealthcare Advisory Partners LLC19,198$939K0.0%N/A1.794% 4/15/2024 Sunbelt Securities Inc.6,776$331K0.0%N/A0.633% 1/18/2024 Gradient Investments LLC57,997$2.86M0.1%N/A10.357% 11/16/2023 Smart Portfolios LLC107,932$5.22M9.4%+0.5%19.274% 7/14/2023 Smart 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 ($32.27M), 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 ($534.14K), 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 1,104,719 shares in the last 24 months. This purchase volume represents approximately $54.58M 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. Related Companies TMV Institutional Ownership XFIV Institutional Ownership HIGH Institutional Ownership FIAX Institutional Ownership IBTP Institutional Ownership XTWO Institutional Ownership XSVN Institutional Ownership UTEN Institutional Ownership FTSD Institutional Ownership BENJ Institutional Ownership This page (NYSEARCA:XTRE) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredA New Way to Double Your Retirement Income?Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...Investors Alley | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredWhat Are Some Strategies to Help Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredBuffett, Gates and Bezos Quietly Dumping Stocks—Here's WhyImagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...Banyan Hill Publishing | SponsoredAmazon’s big Bitcoin embarrassmentBitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...Brownstone Research | SponsoredREVEALED FREE: Our top 3 stocks to own in 2025 and beyondEvery time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding BondBloxx Bloomberg Three Year Target Duration US Treasury ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share BondBloxx Bloomberg Three Year Target Duration US Treasury ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access