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

Avidian Wealth Enterprises’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 Q3	–	Sell	-22,363	Closed	-$1.02M	–	807
2026 Q2	$1.02M	Sell	22,363 -8,892	-28%	-$404K	0.03%	316
2026 Q1	$1.43M	Sell	31,255 -467	-1%	-$21.6K	0.05%	237
2025 Q4	$1.47M	Sell	31,722 -7,104	-18%	-$332K	0.05%	175
2025 Q3	$1.81M	Buy	38,826 +6,055	+18%	+$279K	0.07%	153
2025 Q2	$1.51M	Buy	32,771 +17,416	+113%	+$794K	0.06%	162
2025 Q1	$715K	Buy	+15,355	New	+$699K	0.03%	240

Other funds holding XTEN

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Avidian Wealth Enterprises's XTEN Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026, closing a stake of 22,363 shares — an estimated $1.02M sold.

Avidian Wealth Enterprises first reported a position in XTEN in Q1 2025 and held it in 6 quarters. The position peaked at $1.81M in Q3 2025. 59 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Avidian Wealth Enterprises reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 22,363 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $1.02M.
Avidian Wealth Enterprises first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 6 quarters.
Avidian Wealth Enterprises's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.81M in Q3 2025.
59 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.