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 Q3	–	Sell	-148	Closed	-$6.59K	–	1758
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

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

Cornerstone Planning Group's XTEN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026, closing a stake of 148 shares — an estimated $6.59K sold.

Cornerstone Planning Group first reported a position in XTEN in Q1 2025 and held it in 6 quarters. The position peaked at $6.59K in Q2 2026. 31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Cornerstone Planning Group reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 148 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $6.59K.
Cornerstone Planning Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 6 quarters.
Cornerstone Planning Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $6.59K 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 Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.