HFO
XTEN icon

Heritage Family Offices’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Heritage Family Offices’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 		$366K Buy
8,020
+1,523
+23% +$69.3K 0.14% 123
2026
Q1 		$298K Buy
+6,497
New +$301K 0.13% 143

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Heritage Family Offices's XTEN Position: Q2 2026 in Review

Heritage Family Offices increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 23% in Q2 2026, buying an estimated $69.3K and bringing the position to 8,020 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #123.

Heritage Family Offices first reported a position in XTEN in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Heritage Family Offices held 8,020 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $366K as of Q2 2026.
  • Heritage Family Offices bought 1,523 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $69.3K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.14% of Heritage Family Offices's portfolio in Q2 2026, its #123 holding.
  • Heritage Family Offices first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.