FWG Investments’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

FWG Investments’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	$408K	Buy	8,958 +2,161	+32%	+$98.3K	0.22%	87
2026 Q1	$312K	Buy	6,797 +1,868	+38%	+$86.6K	0.2%	98
2025 Q4	$228K	Sell	4,929 -468	-9%	-$21.9K	0.15%	103
2025 Q3	$252K	Buy	5,397 +953	+21%	+$43.8K	0.17%	95
2025 Q2	$205K	Buy	+4,444	New	+$203K	0.16%	102

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

FWG Investments's XTEN Position: Q2 2026 in Review

FWG Investments increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 32% in Q2 2026, buying an estimated $98.3K and bringing the position to 8,958 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #87.

FWG Investments first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

FWG Investments held 8,958 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $408K as of Q2 2026.
FWG Investments bought 2,161 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $98.3K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.22% of FWG Investments's portfolio in Q2 2026, its #87 holding.
FWG Investments first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.