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Bondbloxx BBG 3Y US TSY ETF (XTRE)

CUSIP: 09789C846 | NYSE | 80 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dynamic Advisor Solutions LLC147,402
0.2% of portfolio›$7.1M
Meridian Wealth Management, LLC83,037
0.1% of portfolio›$4.0M
Partners Wealth Management, LLC54,333
0.3% of portfolio›$2.6M
Wespac Advisors SoCal, LLC51,121
0.4% of portfolio›$2.4M
Lido Advisors, LLC50,898
0.0% of portfolio›$2.4M
Oliver Luxxe Assets LLC50,071
0.4% of portfolio›$2.4M
Triad Wealth Partners, LLC22,824
0.1% of portfolio›$1.1M
Capital Investment Counsel, LLC15,236
0.1% of portfolio›$729.8K
North Forty Two & Co.12,155
0.5% of portfolio›$582.2K
Autumn Glory Partners, LLC7,510
0.1% of portfolio›$359.7K
Tandem Investment Partners LLC7,450
0.3% of portfolio›$356.9K
S&A Financial Services, Inc.5,947
0.2% of portfolio›$284.8K
Kingdom Financial Group Llc.0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Dynamic Advisor Solutions LLC
147,402$7.1M0.2%ETFLowPhoenix, AZ2026-10-13
Meridian Wealth Management, LLC
83,037$4.0M0.1%GrowthLowLexington, KY2026-11-05
Partners Wealth Management, LLC
54,333$2.6M0.3%CoreLowCarmel By The Sea, CA2026-10-28
Wespac Advisors SoCal, LLC
51,121$2.4M0.4%GrowthMediumPasadena, CA2026-10-13
Lido Advisors, LLC
50,898$2.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Oliver Luxxe Assets LLC
50,071$2.4M0.4%ValueMediumGladstone, NJ2026-10-14
Triad Wealth Partners, LLC
22,824$1.1M0.1%ETFMediumLawrence, KS2026-10-26
Capital Investment Counsel, LLC
15,236$729.8K0.1%CoreLowDenver, CO2026-10-14
North Forty Two & Co.
12,155$582.2K0.5%ETFVery LowLake Oswego, OR2026-10-19
Autumn Glory Partners, LLC
7,510$359.7K0.1%CoreMediumDallas, TX2026-10-26
Tandem Investment Partners LLC
7,450$356.9K0.3%ETFLowBordentown, NJ2026-10-16
S&A Financial Services, Inc.
5,947$284.8K0.2%ETFN/AOverland Park, KS2026-11-03
Kingdom Financial Group Llc.
0$40.0%ETFMediumPeoria, AZ2026-11-04