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

LGT Financial 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
Q2 		$9.94K Hold
218
– – 0.05% 128
2026
Q1 		$10K Hold
218
– – 0.05% 137
2025
Q4 		$10.1K Hold
218
– – 0.06% 134
2025
Q3 		$10.2K Hold
218
– – 0.02% 229
2025
Q2 		$10K Buy
218
+116
+114% +$5.29K 0.03% 205
2025
Q1 		$4.76K Buy
+102
New +$4.64K 0.01% 230

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
TWM
TSA Wealth Management Houston, Texas $354M AUM 22.16% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DF
Daviman Financial Noblesville, Indiana $181M AUM

LGT Financial Advisors's XTEN Position: Q2 2026 in Review

LGT Financial Advisors held its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) position steady in Q2 2026 at 218 shares worth $9.94K. The position accounts for 0.05% of the portfolio, ranked #128.

LGT Financial Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 87 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • LGT Financial Advisors held 218 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $9.94K as of Q2 2026.
  • LGT Financial Advisors left its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • LGT Financial Advisors 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.
  • LGT Financial Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $10.2K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.