Envestnet Asset Management
XTEN icon

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

Envestnet Asset 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
Q1 		$138M Buy
3,003,789
+227,001
+8% +$10.5M 0.04% 432
2025
Q4 		$128M Buy
2,776,788
+1,994,379
+255% +$93.2M 0.04% 421
2025
Q3 		$36.5M Buy
782,409
+48,669
+7% +$2.24M 0.01% 915
2025
Q2 		$33.9M Buy
733,740
+238,935
+48% +$10.9M 0.01% 939
2025
Q1 		$23M Buy
494,805
+386,104
+355% +$17.6M 0.01% 1101
2024
Q4 		$4.87M Buy
108,701
+104,168
+2,298% +$4.82M ﹤0.01% 2118
2024
Q3 		$219K Buy
+4,533
New +$216K ﹤0.01% 3979

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management's XTEN Position: Q1 2026 in Review

Envestnet Asset Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 8.2% in Q1 2026, buying an estimated $10.5M and bringing the position to 3,003,789 shares worth $138M. The position accounts for 0.04% of the portfolio, ranked #432.

Envestnet Asset Management first reported a position in XTEN in Q3 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Envestnet Asset Management held 3,003,789 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $138M as of Q1 2026.
  • Envestnet Asset Management bought 227,001 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $10.5M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #432 holding.
  • Envestnet Asset Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.