Cooper Financial Group
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
Q3 		$236K Sell
5,567
-395
-7% -$17.5K 0.02% 400
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

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Heck Capital Advisors
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Dutch Asset Corp
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FFG Retirement Advisors
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West Wealth Group
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Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Newport Capital Group
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PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Cooper Financial Group's XTEN Position: Q3 2026 in Review

Cooper Financial Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.6% in Q3 2026, selling an estimated $17.5K and leaving 5,567 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #400.

Cooper Financial Group first reported a position in XTEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $700K in Q1 2025. 56 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

  • Cooper Financial Group held 5,567 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $236K as of Q3 2026.
  • Cooper Financial Group sold 395 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $17.5K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #400 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 4 quarters since.
  • Cooper Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $700K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.