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

Creative Financial Designs’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	$1.47M	Buy	32,272 +1,678	+5%	+$76.3K	0.07%	234
2026 Q1	$1.4M	Buy	30,594 +1,803	+6%	+$83.6K	0.09%	190
2025 Q4	$1.33M	Sell	28,791 -180	-0.6%	-$8.41K	0.08%	198
2025 Q3	$1.35M	Buy	28,971 +10,489	+57%	+$483K	0.09%	191
2025 Q2	$853K	Buy	18,482 +9,480	+105%	+$432K	0.06%	234
2025 Q1	$419K	Buy	+9,002	New	+$410K	0.03%	310

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

Creative Financial Designs's XTEN Position: Q2 2026 in Review

Creative Financial Designs increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 5.5% in Q2 2026, buying an estimated $76.3K and bringing the position to 32,272 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #234.

Creative Financial Designs 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.

Creative Financial Designs held 32,272 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.47M as of Q2 2026.
Creative Financial Designs bought 1,678 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $76.3K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #234 holding.
Creative Financial Designs 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.