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Belpointe Asset Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-16,925
Closed -$782K – 1200
2025
Q4 		$782K Sell
16,925
-3,472
-17% -$162K 0.03% 521
2025
Q3 		$951K Buy
+20,397
New +$938K 0.04% 424
2025
Q1 		– Sell
-6,275
Closed -$300K – 1052
2024
Q4 		$300K Buy
+6,275
New +$290K 0.02% 658

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Belpointe Asset Management's XTEN Position: Q1 2026 in Review

Belpointe Asset Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026, closing a stake of 16,925 shares — an estimated $782K sold.

Belpointe Asset Management first reported a position in XTEN in Q4 2024 and held it in 3 quarters. The position peaked at $951K in Q3 2025. 185 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Belpointe Asset Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 16,925 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $782K.
  • Belpointe Asset Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Belpointe Asset Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $951K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.