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 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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Beacon Financial Advisory's XTEN Position: Q2 2026 in Review

Beacon Financial Advisory reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 19% in Q2 2026, selling an estimated $227K and leaving 21,258 shares worth $969K. The position accounts for 0.19% of the portfolio, ranked #141.

Beacon Financial Advisory first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Beacon Financial Advisory held 21,258 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $969K as of Q2 2026.
Beacon Financial Advisory sold 4,993 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $227K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.19% of Beacon Financial Advisory's portfolio in Q2 2026, its #141 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 6 quarters since.
Beacon Financial Advisory's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.2M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.