Cerity Partners
XTEN icon

Cerity Partners’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Cerity Partners’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 		$16.4M Sell
360,740
-164,518
-31% -$7.48M 0.02% 548
2026
Q1 		$24.1M Buy
+525,258
New +$24.3M 0.03% 388

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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Cerity Partners's XTEN Position: Q2 2026 in Review

Cerity Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 31% in Q2 2026, selling an estimated $7.48M and leaving 360,740 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #548.

Cerity Partners first reported a position in XTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.1M in Q1 2026. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Cerity Partners held 360,740 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $16.4M as of Q2 2026.
  • Cerity Partners sold 164,518 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $7.48M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #548 holding.
  • Cerity Partners first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $24.1M in Q1 2026.
  • 177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.