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

IHT 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	$337K	Sell	7,402 -6,086	-45%	-$277K	0.01%	977
2026 Q1	$619K	Sell	13,488 -5,103	-27%	-$237K	0.01%	747
2025 Q4	$859K	Sell	18,591 -3,580	-16%	-$167K	0.02%	583
2025 Q3	$1.03M	Buy	22,171 +8,550	+63%	+$393K	0.03%	517
2025 Q2	$629K	Buy	+13,621	New	+$621K	0.02%	634

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

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

IHT Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 45% in Q2 2026, selling an estimated $277K and leaving 7,402 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #977.

IHT Wealth Management first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

IHT Wealth Management held 7,402 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $337K as of Q2 2026.
IHT Wealth Management sold 6,086 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $277K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #977 holding.
IHT Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
IHT Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.03M in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.