CFS Investment Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

CFS Investment Advisory Services’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	$1.38M	Sell	30,370 -43,920	-59%	-$2M	0.09%	163
2026 Q1	$3.43M	Sell	74,290 -12,052	-14%	-$559K	0.24%	81
2025 Q4	$3.99M	Sell	86,342 -2,140	-2%	-$100K	0.29%	71
2025 Q3	$4.18M	Sell	88,482 -1,601	-2%	-$73.7K	0.31%	69
2025 Q2	$4.16M	Buy	90,083 +52,637	+141%	+$2.4M	0.34%	68
2025 Q1	$1.74M	Buy	+37,446	New	+$1.71M	0.16%	119

Other funds holding XTEN

PCIA

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

CFS Investment Advisory Services's XTEN Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 59% in Q2 2026, selling an estimated $2M and leaving 30,370 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #163.

CFS Investment Advisory Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.18M in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

CFS Investment Advisory Services held 30,370 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.38M as of Q2 2026.
CFS Investment Advisory Services sold 43,920 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.09% of CFS Investment Advisory Services's portfolio in Q2 2026, its #163 holding.
CFS Investment Advisory Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
CFS Investment Advisory Services's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.18M in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.