Legacy Capital Group California’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Legacy Capital Group California’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	$467K	Buy	10,246 +4,001	+64%	+$182K	0.14%	209
2026 Q1	$286K	Sell	6,245 -1,264	-17%	-$58.6K	0.11%	245
2025 Q4	$347K	Sell	7,509 -1,107	-13%	-$51.7K	0.08%	273
2025 Q3	$402K	Sell	8,616 -22	-0.3%	-$1.01K	0.1%	239
2025 Q2	$399K	Buy	8,638 +810	+10%	+$36.9K	0.11%	216
2025 Q1	$365K	Sell	7,828 -244	-3%	-$11.1K	0.13%	198
2024 Q4	$362K	Buy	+8,072	New	+$373K	0.11%	219

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

Legacy Capital Group California's XTEN Position: Q2 2026 in Review

Legacy Capital Group California increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 64% in Q2 2026, buying an estimated $182K and bringing the position to 10,246 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #209.

Legacy Capital Group California first reported a position in XTEN in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Legacy Capital Group California held 10,246 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $467K as of Q2 2026.
Legacy Capital Group California bought 4,001 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $182K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.14% of Legacy Capital Group California's portfolio in Q2 2026, its #209 holding.
Legacy Capital Group California first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.