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

Brookstone Capital 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 Q2	$416K	Sell	9,121 -2,540	-22%	-$116K	﹤0.01%	992
2026 Q1	$535K	Sell	11,661 -4,469	-28%	-$207K	0.01%	851
2025 Q4	$746K	Buy	16,130 +621	+4%	+$29K	0.01%	723
2025 Q3	$723K	Buy	+15,509	New	+$714K	0.01%	710

Other funds holding XTEN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Brookstone Capital Management's XTEN Position: Q2 2026 in Review

Brookstone Capital Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 22% in Q2 2026, selling an estimated $116K and leaving 9,121 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Brookstone Capital Management first reported a position in XTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $746K in Q4 2025. 36 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Brookstone Capital Management held 9,121 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $416K as of Q2 2026.
Brookstone Capital Management sold 2,540 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $116K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #992 holding.
Brookstone Capital Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Brookstone Capital Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $746K in Q4 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.