M Holdings Securities’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

M Holdings Securities’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	$606K	Buy	13,383 +108	+0.8%	+$4.91K	0.08%	117
2026 Q1	$609K	Buy	13,275 +181	+1%	+$8.39K	0.04%	234
2025 Q4	$605K	Buy	13,094 +898	+7%	+$42K	0.04%	232
2025 Q3	$569K	Sell	12,196 -1,705	-12%	-$78.4K	0.12%	71
2025 Q2	$638K	Buy	+13,901	New	+$634K	0.11%	120

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

M Holdings Securities's XTEN Position: Q2 2026 in Review

M Holdings Securities increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.81% in Q2 2026, buying an estimated $4.91K and bringing the position to 13,383 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #117.

M Holdings Securities first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $638K in Q2 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

M Holdings Securities held 13,383 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $606K as of Q2 2026.
M Holdings Securities bought 108 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $4.91K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.08% of M Holdings Securities's portfolio in Q2 2026, its #117 holding.
M Holdings Securities first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
M Holdings Securities's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $638K in Q2 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.