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

Cassilly Financial 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
Q3 		$1.84M Buy
43,309
+550
+1% +$24.3K 1.23% 22
2026
Q2 		$1.95M Sell
42,759
-15,205
-26% -$691K 1.41% 20
2026
Q1 		$2.66M Sell
57,964
-770
-1% -$35.7K 2.31% 11
2025
Q4 		$2.71M Buy
+58,734
New +$2.75M 2.4% 11

Other funds holding XTEN

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's XTEN Position: Q3 2026 in Review

Cassilly Financial Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 1.3% in Q3 2026, buying an estimated $24.3K and bringing the position to 43,309 shares worth $1.84M. The position accounts for 1.23% of the portfolio, ranked #22.

Cassilly Financial Group first reported a position in XTEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q4 2025. 7 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

  • Cassilly Financial Group held 43,309 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.84M as of Q3 2026.
  • Cassilly Financial Group bought 550 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $24.3K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.23% of Cassilly Financial Group's portfolio in Q3 2026, its #22 holding.
  • Cassilly Financial Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.71M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.