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

Brown Financial Advisors’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	$6.13M	Buy	134,490 +77,426	+136%	+$3.52M	2.14%	7
2026 Q1	$2.62M	Buy	57,064 +11,769	+26%	+$546K	0.99%	28
2025 Q4	$2.09M	Buy	45,295 +252	+0.6%	+$11.8K	0.77%	43
2025 Q3	$2.1M	Buy	45,043 +15,603	+53%	+$718K	0.78%	44
2025 Q2	$1.36M	Sell	29,440 -1,068	-4%	-$48.7K	0.53%	69
2025 Q1	$1.42M	Buy	30,508 +3,924	+15%	+$179K	0.59%	64
2024 Q4	$1.19M	Buy	+26,584	New	+$1.23M	0.48%	65

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Brown Financial Advisors's XTEN Position: Q2 2026 in Review

Brown Financial Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 136% in Q2 2026, buying an estimated $3.52M and bringing the position to 134,490 shares worth $6.13M. The position accounts for 2.14% of the portfolio, ranked #7.

Brown Financial Advisors first reported a position in XTEN in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Brown Financial Advisors held 134,490 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $6.13M as of Q2 2026.
Brown Financial Advisors bought 77,426 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.52M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.14% of Brown Financial Advisors's portfolio in Q2 2026, its #7 holding.
Brown Financial Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.