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

Cornerstone Planning 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	$6.59K	Buy	148 +96	+185%	+$4.37K	﹤0.01%	1016
2026 Q1	$2.36K	Hold	52	–	–	﹤0.01%	1263
2025 Q4	$2.4K	Hold	52	–	–	﹤0.01%	1156
2025 Q3	$2.44K	Buy	52 +27	+108%	+$1.24K	﹤0.01%	1122
2025 Q2	$1.16K	Buy	25 +19	+317%	+$866	﹤0.01%	1081
2025 Q1	$273	Buy	+6	New	+$273	﹤0.01%	1435

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

Cornerstone Planning Group's XTEN Position: Q2 2026 in Review

Cornerstone Planning Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 185% in Q2 2026, buying an estimated $4.37K and bringing the position to 148 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Cornerstone Planning Group first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Cornerstone Planning Group held 148 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $6.59K as of Q2 2026.
Cornerstone Planning Group bought 96 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.37K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1016 holding.
Cornerstone Planning Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.