CAWM
XTEN icon

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

Capital A Wealth 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
2025
Q2 		– Sell
-145
Closed -$6.75K – 859
2025
Q1 		$6.75K Buy
+145
New +$6.6K 0.01% 338

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Capital A Wealth Management's XTEN Position: Q2 2025 in Review

Capital A Wealth Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2025, closing a stake of 145 shares — an estimated $6.75K sold.

Capital A Wealth Management first reported a position in XTEN in Q1 2025 and held it in 1 quarter. The position peaked at $6.75K in Q1 2025. 149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • Capital A Wealth Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 145 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $6.75K.
  • Capital A Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $6.75K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.