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

Fortis Capital 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 Q1	–	Sell	-16,925	Closed	-$782K	–	423
2025 Q4	$782K	Sell	16,925 -3,472	-17%	-$162K	0.12%	159
2025 Q3	$951K	Buy	+20,397	New	+$938K	0.15%	117

Other funds holding XTEN

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

PCIA

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

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

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

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 $183M AUM 14.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HGWM

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

Fortis Capital Advisors's XTEN Position: Q1 2026 in Review

Fortis Capital Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026, closing a stake of 16,925 shares — an estimated $782K sold.

Fortis Capital Advisors first reported a position in XTEN in Q3 2025 and held it in 2 quarters. The position peaked at $951K in Q3 2025. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Fortis Capital Advisors reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 16,925 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $782K.
Fortis Capital Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and held it in 2 quarters.
Fortis Capital Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $951K in Q3 2025.
184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.