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

Harbour 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	$1.44M	Sell	31,545 -5,639	-15%	-$256K	0.02%	665
2026 Q1	$1.71M	Buy	37,184 +1,801	+5%	+$83.5K	0.03%	556
2025 Q4	$1.64M	Sell	35,383 -2,637	-7%	-$123K	0.03%	453
2025 Q3	$1.77M	Buy	38,020 +5,396	+17%	+$248K	0.04%	384
2025 Q2	$1.51M	Buy	32,624 +17,184	+111%	+$783K	0.04%	405
2025 Q1	$719K	Buy	+15,440	New	+$703K	0.02%	599
2024 Q2	–	Sell	-385	Closed	-$18K	–	3384
2024 Q1	$18K	Buy	+385	New	+$18K	﹤0.01%	1996

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

Harbour Investments's XTEN Position: Q2 2026 in Review

Harbour Investments reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 15% in Q2 2026, selling an estimated $256K and leaving 31,545 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #665.

Harbour Investments first reported a position in XTEN in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Harbour Investments held 31,545 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.44M as of Q2 2026.
Harbour Investments sold 5,639 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $256K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #665 holding.
Harbour Investments first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2024 and has held it in 7 quarters since.
Harbour Investments's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.77M 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.