BTI
XTEN icon

Blue Trust Inc’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Blue Trust Inc’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 		– Sell
-980
Closed -$44.9K – 2670
2026
Q1 		$44.9K Buy
980
+280
+40% +$13K ﹤0.01% 1377
2025
Q4 		$32.4K Hold
700
– – ﹤0.01% 1515
2025
Q3 		$32.6K Buy
+700
New +$32.2K ﹤0.01% 1536

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

Blue Trust Inc's XTEN Position: Q2 2026 in Review

Blue Trust Inc sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026, closing a stake of 980 shares — an estimated $44.9K sold.

Blue Trust Inc first reported a position in XTEN in Q3 2025 and held it in 3 quarters. The position peaked at $44.9K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Blue Trust Inc reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 980 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $44.9K.
  • Blue Trust Inc first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Blue Trust Inc's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $44.9K 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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.