MFS
XTEN icon

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

Montgomery Financial 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 		$16.9K Buy
+370
New +$16.8K 0.01% 135

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

Montgomery Financial Services's XTEN Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026: 370 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings.

167 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Montgomery Financial Services held 370 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $16.9K as of Q2 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Montgomery Financial Services position in Q2 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #135 holding.
  • 167 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.