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

Ehrlich Financial 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	$2.18M	Sell	51,471 -9,855	-16%	-$436K	1.13%	26
2026 Q2	$2.8M	Buy	61,326 +2,407	+4%	+$109K	1.44%	21
2026 Q1	$2.7M	Sell	58,919 -3,718	-6%	-$172K	1.55%	22
2025 Q4	$2.9M	Sell	62,637 -20,226	-24%	-$945K	1.65%	18
2025 Q3	$3.86M	Buy	82,863 +5,515	+7%	+$254K	2.29%	11
2025 Q2	$3.57M	Buy	77,348 +52,698	+214%	+$2.4M	2.31%	11
2025 Q1	$1.15M	Buy	+24,650	New	+$1.12M	0.84%	39

Other funds holding XTEN

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

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

Ehrlich Financial Group's XTEN Position: Q3 2026 in Review

Ehrlich Financial Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 16% in Q3 2026, selling an estimated $436K and leaving 51,471 shares worth $2.18M. The position accounts for 1.13% of the portfolio, ranked #26.

Ehrlich Financial Group first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.86M in Q3 2025. 59 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Ehrlich Financial Group held 51,471 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.18M as of Q3 2026.
Ehrlich Financial Group sold 9,855 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $436K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.13% of Ehrlich Financial Group's portfolio in Q3 2026, its #26 holding.
Ehrlich Financial Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Ehrlich Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $3.86M in Q3 2025.
59 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.