Kestra Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Kestra Advisory Services’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	$1.12M	Sell	24,682 -904	-4%	-$41.1K	﹤0.01%	1743
2026 Q1	$1.17M	Buy	25,586 +2,619	+11%	+$121K	﹤0.01%	1619
2025 Q4	$1.06M	Sell	22,967 -2,067	-8%	-$96.6K	﹤0.01%	1612
2025 Q3	$1.17M	Buy	25,034 +551	+2%	+$25.4K	0.01%	1484
2025 Q2	$1.13M	Buy	24,483 +13,866	+131%	+$632K	0.01%	1397
2025 Q1	$494K	Buy	+10,617	New	+$484K	﹤0.01%	1820

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

Kestra Advisory Services's XTEN Position: Q2 2026 in Review

Kestra Advisory Services reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 3.5% in Q2 2026, selling an estimated $41.1K and leaving 24,682 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Kestra Advisory Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Kestra Advisory Services held 24,682 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.12M as of Q2 2026.
Kestra Advisory Services sold 904 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $41.1K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1743 holding.
Kestra Advisory Services 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.
Kestra Advisory Services's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.17M 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.