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

Elios 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
2025
Q2 		$1.26M Buy
+27,362
New +$1.25M 0.57% 46

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Elios Financial Group's XTEN Position: Q2 2025 in Review

Elios Financial Group opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2025: 27,362 shares worth $1.26M. The stake represents 0.57% of the portfolio and ranks #46 among its holdings.

149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • Elios Financial Group held 27,362 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.26M as of Q2 2025.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Elios Financial Group position in Q2 2025.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.57% of Elios Financial Group's portfolio in Q2 2025, its #46 holding.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.