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

Cypress Wealth Services’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 		$2.24M Buy
49,229
+5,778
+13% +$263K 0.28% 73
2026
Q1 		$1.99M Buy
43,451
+3,969
+10% +$184K 0.28% 74
2025
Q4 		$1.82M Sell
39,482
-1,067
-3% -$49.9K 0.25% 76
2025
Q3 		$1.89M Buy
40,549
+2,087
+5% +$96K 0.31% 63
2025
Q2 		$1.78M Buy
38,462
+7,430
+24% +$339K 0.32% 63
2025
Q1 		$1.45M Buy
+31,032
New +$1.41M 0.29% 69

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
TWM
TSA Wealth Management Houston, Texas $354M AUM 22.16% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DF
Daviman Financial Noblesville, Indiana $181M AUM

Cypress Wealth Services's XTEN Position: Q2 2026 in Review

Cypress Wealth Services increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 13% in Q2 2026, buying an estimated $263K and bringing the position to 49,229 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #73.

Cypress Wealth Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Cypress Wealth Services held 49,229 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.24M as of Q2 2026.
  • Cypress Wealth Services bought 5,778 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $263K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.28% of Cypress Wealth Services's portfolio in Q2 2026, its #73 holding.
  • Cypress Wealth Services 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.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.