LA
XTEN icon

Latitude Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Latitude Advisors’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 		$736K Buy
16,058
+5,195
+48% +$241K 0.34% 78
2025
Q4 		$502K Buy
10,863
+6,178
+132% +$289K 0.22% 104
2025
Q3 		$218K Buy
+4,685
New +$216K 0.1% 202

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

Latitude Advisors's XTEN Position: Q1 2026 in Review

Latitude Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 48% in Q1 2026, buying an estimated $241K and bringing the position to 16,058 shares worth $736K. The position accounts for 0.34% of the portfolio, ranked #78.

Latitude Advisors first reported a position in XTEN in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Latitude Advisors held 16,058 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $736K as of Q1 2026.
  • Latitude Advisors bought 5,195 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $241K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.34% of Latitude Advisors's portfolio in Q1 2026, its #78 holding.
  • Latitude Advisors 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.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.