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

Gen-Wealth Partners’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	$1.56M	Sell	34,288 -6,635	-16%	-$302K	0.43%	56
2026 Q1	$1.88M	Buy	40,923 +443	+1%	+$20.5K	0.59%	47
2025 Q4	$1.87M	Buy	40,480 +4,994	+14%	+$233K	0.6%	42
2025 Q3	$1.65M	Buy	35,486 +2,634	+8%	+$121K	0.56%	44
2025 Q2	$1.52M	Buy	32,852 +15,870	+93%	+$723K	0.59%	43
2025 Q1	$791K	Buy	+16,982	New	+$773K	0.33%	89

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

Gen-Wealth Partners's XTEN Position: Q2 2026 in Review

Gen-Wealth Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 16% in Q2 2026, selling an estimated $302K and leaving 34,288 shares worth $1.56M. The position accounts for 0.43% of the portfolio, ranked #56.

Gen-Wealth Partners first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.88M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Gen-Wealth Partners held 34,288 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.56M as of Q2 2026.
Gen-Wealth Partners sold 6,635 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $302K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.43% of Gen-Wealth Partners's portfolio in Q2 2026, its #56 holding.
Gen-Wealth Partners 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.
Gen-Wealth Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.88M 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 Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.