Ashton Thomas Private Wealth’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Ashton Thomas Private Wealth’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 Q1	$5.72M	Buy	124,698 +7,147	+6%	+$331K	0.14%	164
2025 Q4	$5.45M	Buy	117,551 +11,660	+11%	+$545K	0.13%	163
2025 Q3	$4.94M	Buy	105,891 +39,337	+59%	+$1.81M	0.13%	182
2025 Q2	$3.07M	Buy	66,554 +42,836	+181%	+$1.95M	0.11%	201
2025 Q1	$1.1M	Buy	+23,718	New	+$1.08M	0.04%	360

Other funds holding XTEN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Ashton Thomas Private Wealth's XTEN Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.1% in Q1 2026, buying an estimated $331K and bringing the position to 124,698 shares worth $5.72M. The position accounts for 0.14% of the portfolio, ranked #164.

Ashton Thomas Private Wealth first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Ashton Thomas Private Wealth held 124,698 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $5.72M as of Q1 2026.
Ashton Thomas Private Wealth bought 7,147 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $331K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #164 holding.
Ashton Thomas Private Wealth first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.