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EP Wealth Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

EP Wealth Advisors’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 		$1.83M Sell
40,168
-2,673
-6% -$122K 0.01% 602
2026
Q1 		$1.96M Sell
42,841
-1,395
-3% -$64.7K 0.01% 481
2025
Q4 		$2.04M Buy
+44,236
New +$2.07M 0.01% 440

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EP Wealth Advisors's XTEN Position: Q2 2026 in Review

EP Wealth Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.2% in Q2 2026, selling an estimated $122K and leaving 40,168 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #602.

EP Wealth Advisors first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • EP Wealth Advisors held 40,168 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.83M as of Q2 2026.
  • EP Wealth Advisors sold 2,673 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $122K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #602 holding.
  • EP Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.04M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.