AWE
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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
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

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

Avidian Wealth Enterprises's XTEN Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 28% in Q2 2026, selling an estimated $404K and leaving 22,363 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #316.

Avidian Wealth Enterprises first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Avidian Wealth Enterprises held 22,363 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.02M as of Q2 2026.
  • Avidian Wealth Enterprises sold 8,892 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $404K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #316 holding.
  • Avidian Wealth Enterprises first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.81M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.