BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) Institutional Ownership $49.50 +0.10 (+0.19%) As of 11:37 AM Eastern This is a fair market value 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)28TotalInstitutional Inflows(last 12 months)$40.08MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$22.36M 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. Email Address 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 CompanyDetails7/16/2025 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% 6/27/2025Goldman 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% 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. 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% 4/29/2025 Crew 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% 4/17/2025 Dynamic Advisor Solutions LLC19,898$986K0.0%+9.3%0.663% 4/15/2025Wealthcare Advisory Partners LLC32,798$1.62M0.0%+19.8%1.093% 4/9/2025 Paladin Wealth LLC20,048$993K0.9%+43.5%0.668% 4/9/2025 Gradient Investments LLC613,391$30.38M0.6%+25.9%20.446% 3/10/2025Mattson 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% 2/6/2025 Crew 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% 1/29/2025 Paladin Wealth LLC13,972$681K0.6%-23.7%1.294% 1/27/2025Legacy CG LLC57,009$2.78M0.9%N/A5.279% Elon’s Party Just Hit the IRS Where It Hurts (Ad)Elon Musk just fired 6,700 IRS agents — and exposed a war on your retirement. 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A free 2025 guide reveals how to use it before it’s too late.Get your FREE 2025 Wealth Preservation Guide here1/21/2025 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% 1/17/2025Endeavor 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% 10/11/2024 Paladin Wealth LLC18,308$915K0.8%N/A1.695% 10/8/2024 Dynamic Advisor Solutions LLC5,733$287K0.0%N/A0.531% 9/30/2024Mattson Financial Services LLC31,107$1.52M0.5%N/A2.880% 8/30/2024Brown Financial Advisors31,000$1.51M0.7%N/A2.870% 7/18/2024 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% 4/15/2024Wealthcare Advisory Partners LLC19,198$939K0.0%N/A1.794% 4/15/2024Sunbelt Securities Inc.6,776$331K0.0%N/A0.633% 1/18/2024 Gradient 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, 31 institutional investors and hedge funds held shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($32.27M), CWM LLC ($19.12M), Nemes Rush Group LLC ($4.86M), Smart Portfolios LLC ($3.76M), Mattson Financial Services LLC ($3.53M), Legacy CG LLC ($2.78M), and Maridea Wealth Management LLC ($2.45M).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 30 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 ($98.09K), Mattson Financial Services LLC ($89.39K), Brown Financial Advisors ($62.53K), Legacy CG LLC ($57.01K), Maridea Wealth Management LLC ($49.16K), and AE Wealth Management LLC ($31.99K). How much institutional buying is happening at BondBloxx Bloomberg Three Year Target Duration US Treasury ETF? Institutional investors have bought a total of 813,438 shares in the last 24 months. This purchase volume represents approximately $40.08M 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 ($26.27K), Smart Portfolios LLC ($21.44K), Mattson Financial Services LLC ($18.05K), Citadel Advisors LLC ($14.95K), Paladin Wealth LLC ($4.34K), and Jane Street Group LLC ($730.00). How much institutional selling is happening at BondBloxx Bloomberg Three Year Target Duration US Treasury ETF? Institutional investors have sold a total of 457,693 shares in the last 24 months. This volume of shares sold represents approximately $22.36M in transactions. 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