EWA
XTEN icon

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

EverSource 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 		$49.4K Sell
1,083
-10
-0.9% -$455 ﹤0.01% 1786
2026
Q1 		$50.1K Buy
1,093
+274
+33% +$12.7K ﹤0.01% 1881
2025
Q4 		$37.9K Buy
819
+8
+1% +$374 ﹤0.01% 1946
2025
Q3 		$37.8K Buy
811
+48
+6% +$2.21K ﹤0.01% 1911
2025
Q2 		$35.2K Buy
763
+236
+45% +$10.8K ﹤0.01% 1862
2025
Q1 		$24.5K Buy
+527
New +$24K ﹤0.01% 1586

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

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

EverSource Wealth Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.91% in Q2 2026, selling an estimated $455 and leaving 1,083 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

EverSource Wealth Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.1K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • EverSource Wealth Advisors held 1,083 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $49.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 10 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $455.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1786 holding.
  • EverSource Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $50.1K 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.