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Global Assets Advisory’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Global Assets Advisory’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 		$289K Sell
6,384
-44
-0.7% -$2K 0.06% 269
2026
Q1 		$295K Buy
6,428
+209
+3% +$9.69K 0.08% 177
2025
Q4 		$287K Buy
+6,219
New +$291K 0.08% 224

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Global Assets Advisory's XTEN Position: Q2 2026 in Review

Global Assets Advisory reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.68% in Q2 2026, selling an estimated $2K and leaving 6,384 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #269.

Global Assets Advisory first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Global Assets Advisory held 6,384 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $289K as of Q2 2026.
  • Global Assets Advisory sold 44 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #269 holding.
  • Global Assets Advisory first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Global Assets Advisory's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $295K 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 Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.