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 Q2	$14.4M	Sell	318,296 -123,637	-28%	-$5.62M	1.9%	14
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

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

Horst & Graben Wealth Management's XTEN Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 28% in Q2 2026, selling an estimated $5.62M and leaving 318,296 shares worth $14.4M. The position accounts for 1.9% of the portfolio, ranked #14.

Horst & Graben Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.2M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Horst & Graben Wealth Management held 318,296 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $14.4M as of Q2 2026.
Horst & Graben Wealth Management sold 123,637 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $5.62M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.9% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #14 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 6 quarters since.
Horst & Graben Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $20.2M 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 Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.