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

Maia Wealth’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	$2.27M	Sell	49,804 -5,764	-10%	-$262K	0.33%	87
2026 Q1	$2.55M	Buy	55,568 +2,904	+6%	+$135K	0.43%	66
2025 Q4	$2.47M	Sell	52,664 -19,110	-27%	-$893K	0.42%	64
2025 Q3	$3.35M	Buy	71,774 +11,256	+19%	+$518K	0.56%	42
2025 Q2	$2.79M	Buy	60,518 +32,477	+116%	+$1.48M	0.53%	46
2025 Q1	$1.28M	Buy	+28,041	New	+$1.28M	0.29%	90

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

Maia Wealth's XTEN Position: Q2 2026 in Review

Maia Wealth reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 10% in Q2 2026, selling an estimated $262K and leaving 49,804 shares worth $2.27M. The position accounts for 0.33% of the portfolio, ranked #87.

Maia Wealth first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.35M in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Maia Wealth held 49,804 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.27M as of Q2 2026.
Maia Wealth sold 5,764 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $262K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.33% of Maia Wealth's portfolio in Q2 2026, its #87 holding.
Maia Wealth 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.
Maia Wealth's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $3.35M in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.