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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ehrlich Financial Group's XTEN Position: Q2 2026 in Review

Ehrlich Financial Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 4.1% in Q2 2026, buying an estimated $109K and bringing the position to 61,326 shares worth $2.8M. The position accounts for 1.44% of the portfolio, ranked #21.

Ehrlich Financial Group first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q3 2025. 36 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Ehrlich Financial Group held 61,326 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.8M as of Q2 2026.
Ehrlich Financial Group bought 2,407 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $109K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.44% of Ehrlich Financial Group's portfolio in Q2 2026, its #21 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 6 quarters since.
Ehrlich Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $3.86M in Q3 2025.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.