Gradient Investments’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Gradient Investments’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	$86.8M	Buy	1,904,730 +1,045,980	+122%	+$47.6M	1.2%	16
2026 Q1	$39.4M	Buy	858,750 +119,915	+16%	+$5.56M	0.61%	48
2025 Q4	$34.1M	Buy	738,835 +71,046	+11%	+$3.32M	0.54%	58
2025 Q3	$31.1M	Buy	667,789 +233,638	+54%	+$10.7M	0.52%	65
2025 Q2	$20M	Buy	434,151 +25,687	+6%	+$1.17M	0.37%	91
2025 Q1	$19M	Buy	408,464 +56,810	+16%	+$2.59M	0.38%	83
2024 Q4	$15.8M	Buy	+351,654	New	+$16.3M	0.32%	88
2024 Q3	–	Sell	-698	Closed	-$32.1K	–	1330
2024 Q2	$32.1K	Sell	698 -327,443	-100%	-$14.9M	﹤0.01%	560
2024 Q1	$15.3M	Buy	328,141 +276,805	+539%	+$12.9M	0.36%	107
2023 Q4	$2.45M	Buy	+51,336	New	+$2.31M	0.06%	166

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

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Gradient Investments's XTEN Position: Q2 2026 in Review

Gradient Investments increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 122% in Q2 2026, buying an estimated $47.6M and bringing the position to 1,904,730 shares worth $86.8M. The position accounts for 1.2% of the portfolio, ranked #16.

Gradient Investments first reported a position in XTEN in Q4 2023 and has held it in 10 quarters since. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Gradient Investments held 1,904,730 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $86.8M as of Q2 2026.
Gradient Investments bought 1,045,980 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $47.6M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.2% of Gradient Investments's portfolio in Q2 2026, its #16 holding.
Gradient Investments first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.