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

Envestnet Portfolio Solutions’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 Q3	–	Sell	-4,953	Closed	-$229K	–	1591
2025 Q2	$229K	Sell	4,953 -2,575	-34%	-$117K	﹤0.01%	1452
2025 Q1	$351K	Buy	+7,528	New	+$343K	﹤0.01%	1217

Other funds holding XTEN

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Envestnet Portfolio Solutions's XTEN Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2025, closing a stake of 4,953 shares — an estimated $229K sold.

Envestnet Portfolio Solutions first reported a position in XTEN in Q1 2025 and held it in 2 quarters. The position peaked at $351K in Q1 2025. 148 funds tracked by Wall St. Rank hold XTEN as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,953 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $229K.
Envestnet Portfolio Solutions first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 2 quarters.
Envestnet Portfolio Solutions's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $351K in Q1 2025.
148 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.