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

Arete Wealth 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
2025
Q4 		– Sell
-7,282
Closed -$340K – 775
2025
Q3 		$340K Buy
7,282
+466
+7% +$21.4K 0.02% 550
2025
Q2 		$315K Buy
+6,816
New +$311K 0.02% 543

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Arete Wealth Advisors's XTEN Position: Q4 2025 in Review

Arete Wealth Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q4 2025, closing a stake of 7,282 shares — an estimated $340K sold.

Arete Wealth Advisors first reported a position in XTEN in Q2 2025 and held it in 2 quarters. The position peaked at $340K in Q3 2025. 171 funds tracked by Wall St. Rank hold XTEN as of Q4 2025.

  • Arete Wealth Advisors reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,282 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $340K.
  • Arete Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $340K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.