BFG
XTEN icon

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

Beacon Financial Group’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 		$226K Sell
4,948
-1,317
-21% -$59.9K 0.02% 357
2026
Q1 		$287K Buy
6,265
+131
+2% +$6.07K 0.03% 294
2025
Q4 		$284K Buy
6,134
+422
+7% +$19.7K 0.03% 297
2025
Q3 		$266K Buy
5,712
+721
+14% +$33.2K 0.03% 308
2025
Q2 		$230K Buy
+4,991
New +$227K 0.02% 314

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

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

Beacon Financial Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 21% in Q2 2026, selling an estimated $59.9K and leaving 4,948 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #357.

Beacon Financial Group first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Beacon Financial Group held 4,948 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $226K as of Q2 2026.
  • Beacon Financial Group sold 1,317 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $59.9K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #357 holding.
  • Beacon Financial Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Beacon Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $287K 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 Group's 13F filing for Q2 2026, filed 16 Jul 2026.