Balance Wealth’s Strive Total Return Bond ETF STXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$279K Buy
14,230
+1,713
+14% +$34K 0.07% 133
2026
Q1
$249K Sell
12,517
-3,286
-21% -$66.1K 0.08% 129
2025
Q4
$318K Buy
15,803
+1,402
+10% +$28.4K 0.1% 111
2025
Q3
$292K Buy
14,401
+1,406
+11% +$28.4K 0.07% 114
2025
Q2
$262K Buy
12,995
+255
+2% +$5.1K 0.15% 91
2025
Q1
$256K Buy
+12,740
New +$254K 0.17% 101

Other funds holding STXT

Balance Wealth's STXT Position: Q2 2026 in Review

Balance Wealth increased its Strive Total Return Bond ETF (STXT) stake by 14% in Q2 2026, buying an estimated $34K and bringing the position to 14,230 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #133.

Balance Wealth first reported a position in STXT in Q1 2025 and has held it in 6 quarters since. The position peaked at $318K in Q4 2025. 4 funds tracked by Wall St. Rank hold STXT as of Q2 2026.

  • Balance Wealth held 14,230 shares of Strive Total Return Bond ETF worth $279K as of Q2 2026.
  • Balance Wealth bought 1,713 Strive Total Return Bond ETF shares in Q2 2026, an estimated $34K.
  • Strive Total Return Bond ETF made up 0.07% of Balance Wealth's portfolio in Q2 2026, its #133 holding.
  • Balance Wealth first reported a position in Strive Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Strive Total Return Bond ETF position peaked at $318K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.