Beacon Financial Advisory’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Beacon Financial Advisory’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	$893K	Sell	21,069 -189	-0.9%	-$8.36K	0.17%	156
2026 Q2	$969K	Sell	21,258 -4,993	-19%	-$227K	0.19%	141
2026 Q1	$1.2M	Buy	26,251 +4,182	+19%	+$194K	0.27%	93
2025 Q4	$1.02M	Buy	22,069 +855	+4%	+$40K	0.24%	110
2025 Q3	$989K	Buy	21,214 +1,258	+6%	+$57.9K	0.23%	113
2025 Q2	$921K	Buy	19,956 +11,542	+137%	+$526K	0.24%	114
2025 Q1	$392K	Buy	+8,414	New	+$383K	0.12%	198

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

Beacon Financial Advisory's XTEN Position: Q3 2026 in Review

Beacon Financial Advisory reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.89% in Q3 2026, selling an estimated $8.36K and leaving 21,069 shares worth $893K. The position accounts for 0.17% of the portfolio, ranked #156.

Beacon Financial Advisory first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 59 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Beacon Financial Advisory held 21,069 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $893K as of Q3 2026.
Beacon Financial Advisory sold 189 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $8.36K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q3 2026, its #156 holding.
Beacon Financial Advisory first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Beacon Financial Advisory's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.2M in Q1 2026.
59 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.