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

Brookwood Investment 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 		$608K Sell
13,341
-9,439
-41% -$429K 0.07% 269
2026
Q1 		$1.04M Buy
22,780
+8,357
+58% +$387K 0.13% 167
2025
Q4 		$667K Sell
14,423
-2,446
-14% -$114K 0.08% 233
2025
Q3 		$787K Buy
16,869
+2,090
+14% +$96.2K 0.1% 183
2025
Q2 		$682K Buy
14,779
+3,543
+32% +$161K 0.11% 190
2025
Q1 		$523K Buy
+11,236
New +$512K 0.09% 218

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

Brookwood Investment Group's XTEN Position: Q2 2026 in Review

Brookwood Investment Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 41% in Q2 2026, selling an estimated $429K and leaving 13,341 shares worth $608K. The position accounts for 0.07% of the portfolio, ranked #269.

Brookwood Investment Group first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Brookwood Investment Group held 13,341 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $608K as of Q2 2026.
  • Brookwood Investment Group sold 9,439 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $429K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #269 holding.
  • Brookwood Investment Group 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.
  • Brookwood Investment Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.04M 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 Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.