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

Hobbs 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
2026 Q2	$1.18M	Sell	25,872 -9,441	-27%	-$429K	1%	15
2026 Q1	$1.62M	Buy	35,313 +4,969	+16%	+$230K	1.6%	16
2025 Q4	$1.4M	Buy	30,344 +2,865	+10%	+$134K	1.37%	14
2025 Q3	$1.28M	Buy	27,479 +1,045	+4%	+$48.1K	1.07%	18
2025 Q2	$1.22M	Buy	26,434 +13,484	+104%	+$615K	1.16%	17
2025 Q1	$603K	Buy	+12,950	New	+$590K	0.67%	21

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

Hobbs Wealth Management's XTEN Position: Q2 2026 in Review

Hobbs Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 27% in Q2 2026, selling an estimated $429K and leaving 25,872 shares worth $1.18M. The position accounts for 1% of the portfolio, ranked #15.

Hobbs Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Hobbs Wealth Management held 25,872 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.18M as of Q2 2026.
Hobbs Wealth Management sold 9,441 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $429K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1% of Hobbs Wealth Management's portfolio in Q2 2026, its #15 holding.
Hobbs Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Hobbs Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.62M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Hobbs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.