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 Q3	$754K	Buy	17,781 +1,404	+9%	+$62.1K	0.23%	93
2026 Q2	$746K	Buy	16,377 +319	+2%	+$14.5K	0.3%	77
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Latitude Advisors's XTEN Position: Q3 2026 in Review

Latitude Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 8.6% in Q3 2026, buying an estimated $62.1K and bringing the position to 17,781 shares worth $754K. The position accounts for 0.23% of the portfolio, ranked #93.

Latitude Advisors first reported a position in XTEN in Q3 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Latitude Advisors held 17,781 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $754K as of Q3 2026.
Latitude Advisors bought 1,404 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $62.1K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.23% of Latitude Advisors's portfolio in Q3 2026, its #93 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 5 quarters since.
122 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.