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

Bush 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 Q1	$2.09M	Buy	45,483 +2,487	+6%	+$115K	1.14%	20
2025 Q4	$1.99M	Sell	42,996 -248	-0.6%	-$11.6K	1.11%	22
2025 Q3	$2.02M	Buy	43,244 +3,562	+9%	+$164K	1.19%	21
2025 Q2	$1.83M	Buy	39,682 +20,597	+108%	+$939K	1.23%	19
2025 Q1	$889K	Buy	+19,085	New	+$869K	0.67%	26

Other funds holding XTEN

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

PCIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

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

Bush Investment Group's XTEN Position: Q1 2026 in Review

Bush Investment Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 5.8% in Q1 2026, buying an estimated $115K and bringing the position to 45,483 shares worth $2.09M. The position accounts for 1.14% of the portfolio, ranked #20.

Bush Investment Group first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Bush Investment Group held 45,483 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.09M as of Q1 2026.
Bush Investment Group bought 2,487 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $115K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.14% of Bush Investment Group's portfolio in Q1 2026, its #20 holding.
Bush Investment Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.