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Lloyd Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Lloyd Advisory Services’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 		$97.8K Buy
2,145
+101
+5% +$4.59K 0.04% 181
2026
Q1 		$93.7K Buy
2,044
+1,683
+466% +$78K 0.03% 207
2025
Q4 		$16.7K Buy
+361
New +$16.9K 0.01% 352

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Lloyd Advisory Services's XTEN Position: Q2 2026 in Review

Lloyd Advisory Services increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 4.9% in Q2 2026, buying an estimated $4.59K and bringing the position to 2,145 shares worth $97.8K. The position accounts for 0.04% of the portfolio, ranked #181.

Lloyd Advisory Services first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Lloyd Advisory Services held 2,145 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $97.8K as of Q2 2026.
  • Lloyd Advisory Services bought 101 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.59K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #181 holding.
  • Lloyd Advisory Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.