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Aptus Capital Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Aptus Capital Advisors’s Portfolio XTEN Stock Details XTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.6K Hold
1,528
– – ﹤0.01% 1329
2026
Q1 		$70.1K Hold
1,528
– – ﹤0.01% 1221
2025
Q4 		$70.6K Buy
+1,528
New +$71.4K ﹤0.01% 1239
2024
Q3 		– Sell
-108
Closed -$4.96K – 1282
2024
Q2 		$4.96K Buy
+108
New +$4.92K ﹤0.01% 1077

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Aptus Capital Advisors's XTEN Position: Q2 2026 in Review

Aptus Capital Advisors held its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) position steady in Q2 2026 at 1,528 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Aptus Capital Advisors first reported a position in XTEN in Q2 2024 and has held it in 4 quarters since. The position peaked at $70.6K in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Aptus Capital Advisors held 1,528 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $69.6K as of Q2 2026.
  • Aptus Capital Advisors left its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1329 holding.
  • Aptus Capital Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • Aptus Capital Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $70.6K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.