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

Cherry Tree 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
2026
Q3 		$57.7K Buy
1,362
+684
+101% +$30.2K 0.01% 270
2026
Q2 		$30.9K Buy
+678
New +$30.8K 0.01% 331

Other funds holding XTEN

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
NCG
Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Cherry Tree Wealth Management's XTEN Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 101% in Q3 2026, buying an estimated $30.2K and bringing the position to 1,362 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #270.

Cherry Tree Wealth Management first reported a position in XTEN in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

  • Cherry Tree Wealth Management held 1,362 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $57.7K as of Q3 2026.
  • Cherry Tree Wealth Management bought 684 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $30.2K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #270 holding.
  • Cherry Tree Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.