CA
XTEN icon

Chatterton & Associates’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Chatterton & Associates’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 		$3.07M Sell
68,234
-23,675
-26% -$1.08M 1.8% 17
2026
Q1 		$4.22M Buy
91,909
+23,546
+34% +$1.09M 2.96% 10
2025
Q4 		$3.16M Buy
+68,363
New +$3.2M 2.71% 13

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
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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Chatterton & Associates's XTEN Position: Q2 2026 in Review

Chatterton & Associates reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 26% in Q2 2026, selling an estimated $1.08M and leaving 68,234 shares worth $3.07M. The position accounts for 1.8% of the portfolio, ranked #17.

Chatterton & Associates first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22M in Q1 2026. 109 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Chatterton & Associates held 68,234 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $3.07M as of Q2 2026.
  • Chatterton & Associates sold 23,675 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.08M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.8% of Chatterton & Associates's portfolio in Q2 2026, its #17 holding.
  • Chatterton & Associates first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.22M in Q1 2026.
  • 109 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.