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

Horst & Graben 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 Q1	$20.2M	Buy	441,933 +21,888	+5%	+$1.01M	2.78%	11
2025 Q4	$19.4M	Sell	420,045 -3,556	-0.8%	-$166K	2.93%	12
2025 Q3	$19.8M	Buy	423,601 +38,574	+10%	+$1.77M	3.02%	12
2025 Q2	$17.8M	Buy	385,027 +189,530	+97%	+$8.64M	2.94%	11
2025 Q1	$9.1M	Buy	+195,497	New	+$8.9M	1.63%	19

Other funds holding XTEN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Horst & Graben Wealth Management's XTEN Position: Q1 2026 in Review

Horst & Graben Wealth Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 5.2% in Q1 2026, buying an estimated $1.01M and bringing the position to 441,933 shares worth $20.2M. The position accounts for 2.78% of the portfolio, ranked #11.

Horst & Graben Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Horst & Graben Wealth Management held 441,933 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $20.2M as of Q1 2026.
Horst & Graben Wealth Management bought 21,888 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.01M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.78% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #11 holding.
Horst & Graben Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.