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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
Q2 		$276K Sell
6,055
-431
-7% -$19.6K ﹤0.01% 2027
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

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Integrated Wealth Concepts's XTEN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.6% in Q2 2026, selling an estimated $19.6K and leaving 6,055 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Integrated Wealth Concepts first reported a position in XTEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q1 2026. 179 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Integrated Wealth Concepts held 6,055 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $276K as of Q2 2026.
  • Integrated Wealth Concepts sold 431 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $19.6K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2027 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 3 quarters since.
  • Integrated Wealth Concepts's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $297K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.