CoreCap Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

CoreCap Advisors’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	$85.7K	Sell	2,023 -57	-3%	-$2.52K	﹤0.01%	1166
2026 Q2	$94.8K	Buy	2,080 +243	+13%	+$11.1K	﹤0.01%	1133
2026 Q1	$84.2K	Buy	1,837 +450	+32%	+$20.9K	﹤0.01%	1095
2025 Q4	$64.1K	Buy	1,387 +305	+28%	+$14.3K	﹤0.01%	1211
2025 Q3	$50.5K	Buy	1,082 +423	+64%	+$19.5K	﹤0.01%	1323
2025 Q2	$30.4K	Buy	659 +498	+309%	+$22.7K	﹤0.01%	1454
2025 Q1	$7.5K	Buy	+161	New	+$7.33K	﹤0.01%	1941

Other funds holding XTEN

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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 Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CoreCap Advisors's XTEN Position: Q3 2026 in Review

CoreCap Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 2.7% in Q3 2026, selling an estimated $2.52K and leaving 2,023 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

CoreCap Advisors first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $94.8K in Q2 2026. 31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

CoreCap Advisors held 2,023 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $85.7K as of Q3 2026.
CoreCap Advisors sold 57 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $2.52K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1166 holding.
CoreCap Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $94.8K in Q2 2026.
31 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.