FIM
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Freedom Investment Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Freedom Investment 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
2025
Q2 		– Sell
-4,487
Closed -$209K – 792
2025
Q1 		$209K Sell
4,487
-145
-3% -$6.6K 0.02% 699
2024
Q4 		$208K Sell
4,632
-166
-3% -$7.68K 0.02% 707
2024
Q3 		$232K Buy
+4,798
New +$228K 0.02% 672

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Freedom Investment Management's XTEN Position: Q2 2025 in Review

Freedom Investment Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2025, closing a stake of 4,487 shares — an estimated $209K sold.

Freedom Investment Management first reported a position in XTEN in Q3 2024 and held it in 3 quarters. The position peaked at $232K in Q3 2024. 149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • Freedom Investment Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,487 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $209K.
  • Freedom Investment Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Freedom Investment Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $232K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.