CFG
XTEN icon

Cooper Financial Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Cooper Financial Group’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 		$272K Buy
5,962
+17
+0.3% +$773 0.02% 361
2026
Q1 		$273K Buy
+5,945
New +$276K 0.03% 350
2025
Q2 		– Sell
-15,033
Closed -$700K – 416
2025
Q1 		$700K Buy
+15,033
New +$685K 0.09% 193

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

Cooper Financial Group's XTEN Position: Q2 2026 in Review

Cooper Financial Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.29% in Q2 2026, buying an estimated $773 and bringing the position to 5,962 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #361.

Cooper Financial Group first reported a position in XTEN in Q1 2025 and has held it in 3 quarters since. The position peaked at $700K in Q1 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Cooper Financial Group held 5,962 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $272K as of Q2 2026.
  • Cooper Financial Group bought 17 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $773.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #361 holding.
  • Cooper Financial Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Cooper Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $700K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.