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

GeoWealth 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
2026
Q1 		– Sell
-17
Closed -$786 – 908
2025
Q4 		$786 Sell
17
-154
-90% -$7.2K ﹤0.01% 762
2025
Q3 		$7.97K Sell
171
-122
-42% -$5.61K ﹤0.01% 755
2025
Q2 		$13.5K Buy
293
+285
+3,563% +$13K ﹤0.01% 1102
2025
Q1 		$373 Buy
+8
New +$364 ﹤0.01% 1044

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

GeoWealth Management's XTEN Position: Q1 2026 in Review

GeoWealth Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026, closing a stake of 17 shares — an estimated $786 sold.

GeoWealth Management first reported a position in XTEN in Q1 2025 and held it in 4 quarters. The position peaked at $13.5K in Q2 2025. 186 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • GeoWealth Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 17 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $786.
  • GeoWealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 4 quarters.
  • GeoWealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $13.5K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.