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
Q2 		$117M Sell
2,571,729
-432,060
-14% -$19.6M 0.03% 511
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 $10.3B AUM 25.54% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Envestnet Asset Management's XTEN Position: Q2 2026 in Review

Envestnet Asset Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 14% in Q2 2026, selling an estimated $19.6M and leaving 2,571,729 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #511.

Envestnet Asset Management first reported a position in XTEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $138M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Envestnet Asset Management held 2,571,729 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $117M as of Q2 2026.
  • Envestnet Asset Management sold 432,060 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $19.6M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #511 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 8 quarters since.
  • Envestnet Asset Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $138M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.