Heck Capital Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Heck Capital Advisors’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	$10.9M	Buy	239,985 +16,099	+7%	+$732K	0.65%	38
2026 Q1	$10.3M	Buy	223,886 +8,081	+4%	+$375K	0.76%	28
2025 Q4	$9.99M	Buy	215,805 +20,768	+11%	+$971K	0.74%	31
2025 Q3	$9.09M	Buy	195,037 +16,988	+10%	+$782K	0.7%	33
2025 Q2	$8.22M	Buy	178,049 +8,777	+5%	+$400K	0.71%	31
2025 Q1	$7.88M	Buy	169,272 +19,696	+13%	+$897K	0.89%	29
2024 Q4	$6.71M	Sell	149,576 -2,676	-2%	-$124K	0.77%	33
2024 Q3	$7.37M	Buy	152,252 +3,571	+2%	+$170K	0.85%	31
2024 Q2	$6.83M	Buy	148,681 +1,095	+0.7%	+$49.8K	0.85%	33
2024 Q1	$6.9M	Buy	147,586 +3,993	+3%	+$186K	1.05%	31
2023 Q4	$6.85M	Buy	+143,593	New	+$6.47M	1.12%	30

Other funds holding XTEN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heck Capital Advisors's XTEN Position: Q2 2026 in Review

Heck Capital Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 7.2% in Q2 2026, buying an estimated $732K and bringing the position to 239,985 shares worth $10.9M. The position accounts for 0.65% of the portfolio, ranked #38.

Heck Capital Advisors first reported a position in XTEN in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Heck Capital Advisors held 239,985 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $10.9M as of Q2 2026.
Heck Capital Advisors bought 16,099 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $732K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.65% of Heck Capital Advisors's portfolio in Q2 2026, its #38 holding.
Heck Capital Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
36 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.