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Beacon Capital Management Inc (Ohio)’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$227K Buy
4,984
+2,277
+84% +$104K 0.01% 59
2026
Q1 		$124K Buy
2,707
+1,525
+129% +$70.7K 0.01% 60
2025
Q4 		$54.6K Buy
1,182
+888
+302% +$41.5K ﹤0.01% 61
2025
Q3 		$13.7K Buy
+294
New +$13.5K ﹤0.01% 95

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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

Beacon Capital Management Inc (Ohio)'s XTEN Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 84% in Q2 2026, buying an estimated $104K and bringing the position to 4,984 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #59.

Beacon Capital Management Inc (Ohio) first reported a position in XTEN in Q3 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 4,984 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $227K as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) bought 2,277 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $104K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #59 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.