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

Integrated Wealth Concepts’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 		$297K Buy
+6,486
New +$301K ﹤0.01% 1865
2025
Q4 		– Sell
-5,246
Closed -$245K – 2055
2025
Q3 		$245K Buy
+5,246
New +$241K ﹤0.01% 1751

Other funds holding XTEN

Envestnet Asset Management
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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Integrated Wealth Concepts's XTEN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026: 6,486 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in XTEN as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in XTEN in Q3 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Integrated Wealth Concepts held 6,486 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $297K as of Q1 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1865 holding.
  • Integrated Wealth Concepts first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 2 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.