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

Chesley Taft & 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	$220K	Sell	4,827 -715	-13%	-$32.5K	0.01%	359
2026 Q1	$254K	Buy	+5,542	New	+$257K	0.01%	334

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

Chesley Taft & Associates's XTEN Position: Q2 2026 in Review

Chesley Taft & Associates reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 13% in Q2 2026, selling an estimated $32.5K and leaving 4,827 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #359.

Chesley Taft & Associates first reported a position in XTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Chesley Taft & Associates held 4,827 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $220K as of Q2 2026.
Chesley Taft & Associates sold 715 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $32.5K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #359 holding.
Chesley Taft & Associates 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.
Chesley Taft & Associates's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $254K in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.