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Caliber Wealth Management (Kansas)’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Caliber Wealth Management (Kansas)’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 		$326K Sell
7,157
-1,955
-21% -$88.9K 0.03% 231
2026
Q1 		$418K Buy
9,112
+1,162
+15% +$53.9K 0.05% 187
2025
Q4 		$367K Sell
7,950
-439
-5% -$20.5K 0.04% 200
2025
Q3 		$391K Buy
8,389
+554
+7% +$25.5K 0.04% 191
2025
Q2 		$362K Buy
+7,835
New +$357K 0.04% 213

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

Caliber Wealth Management (Kansas)'s XTEN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 21% in Q2 2026, selling an estimated $88.9K and leaving 7,157 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #231.

Caliber Wealth Management (Kansas) first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $418K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 7,157 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $326K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,955 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $88.9K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #231 holding.
  • Caliber Wealth Management (Kansas) first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $418K 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 Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.