FW
XTEN icon

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

FullCircle Wealth’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 		$1.08M Sell
23,114
-687
-3% -$31.6K 0.38% 84
2025
Q2 		$1.1M Buy
23,801
+11,415
+92% +$520K 0.41% 82
2025
Q1 		$573K Buy
+12,386
New +$564K 0.24% 120

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
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
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
GI
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

FullCircle Wealth's XTEN Position: Q3 2025 in Review

FullCircle Wealth reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 2.9% in Q3 2025, selling an estimated $31.6K and leaving 23,114 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #84.

FullCircle Wealth first reported a position in XTEN in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2025. 148 funds tracked by Wall St. Rank hold XTEN as of Q3 2025.

  • FullCircle Wealth held 23,114 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.08M as of Q3 2025.
  • FullCircle Wealth sold 687 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $31.6K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.38% of FullCircle Wealth's portfolio in Q3 2025, its #84 holding.
  • FullCircle Wealth first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.1M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.