GSWM
XTEN icon

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

Golden State Wealth 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
2025
Q3 		– Sell
-84
Closed -$3.88K – 1700
2025
Q2 		$3.88K Buy
+84
New +$3.83K ﹤0.01% 1267

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Golden State Wealth Management's XTEN Position: Q3 2025 in Review

Golden State Wealth Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2025, closing a stake of 84 shares — an estimated $3.88K sold.

Golden State Wealth Management first reported a position in XTEN in Q2 2025 and held it in 1 quarter. The position peaked at $3.88K in Q2 2025. 148 funds tracked by Wall St. Rank hold XTEN as of Q3 2025.

  • Golden State Wealth Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 84 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2025, an estimated $3.88K.
  • Golden State Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Golden State Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $3.88K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.