Curtis Wealth Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Curtis Wealth Management’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	$1.25M	Sell	27,398 -16,365	-37%	-$744K	1.06%	24
2026 Q1	$2.01M	Buy	43,763 +2,101	+5%	+$97.4K	1.88%	23
2025 Q4	$1.93M	Buy	+41,662	New	+$1.95M	1.68%	21

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

Curtis Wealth Management's XTEN Position: Q2 2026 in Review

Curtis Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 37% in Q2 2026, selling an estimated $744K and leaving 27,398 shares worth $1.25M. The position accounts for 1.06% of the portfolio, ranked #24.

Curtis Wealth Management first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q1 2026. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Curtis Wealth Management held 27,398 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.25M as of Q2 2026.
Curtis Wealth Management sold 16,365 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $744K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.06% of Curtis Wealth Management's portfolio in Q2 2026, its #24 holding.
Curtis Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Curtis Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.01M in Q1 2026.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.