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

Lifelong Wealth 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	$2.66M	Sell	58,350 -12,266	-17%	-$558K	0.62%	25
2026 Q1	$3.24M	Buy	70,616 +4,408	+7%	+$204K	0.86%	23
2025 Q4	$3.06M	Buy	66,208 +13,707	+26%	+$641K	0.81%	24
2025 Q3	$2.45M	Buy	52,501 +3,237	+7%	+$149K	0.73%	22
2025 Q2	$2.27M	Buy	49,264 +28,229	+134%	+$1.29M	0.75%	22
2025 Q1	$980K	Buy	+21,035	New	+$958K	0.46%	26

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

Lifelong Wealth Advisors's XTEN Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 17% in Q2 2026, selling an estimated $558K and leaving 58,350 shares worth $2.66M. The position accounts for 0.62% of the portfolio, ranked #25.

Lifelong Wealth Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.24M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Lifelong Wealth Advisors held 58,350 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.66M as of Q2 2026.
Lifelong Wealth Advisors sold 12,266 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $558K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.62% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Lifelong Wealth 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.
Lifelong Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $3.24M 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 Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.