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

Global Retirement 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	$612K	Buy	+13,437	New	+$611K	0.01%	938
2025 Q4	$850K	Sell	18,397 -323	-2%	-$15.1K	0.02%	718
2025 Q3	$873K	Buy	18,720 +1,169	+7%	+$53.8K	0.02%	581
2025 Q2	$810K	Buy	+17,551	New	+$800K	0.02%	561

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

Global Retirement Partners's XTEN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026: 13,437 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XTEN as recently as Q4 2025.

Global Retirement Partners first reported a position in XTEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $873K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Global Retirement Partners held 13,437 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $612K as of Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Global Retirement Partners position in Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #938 holding.
Global Retirement Partners first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $873K in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.