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Morningstar Investment Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Morningstar Investment Management’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
2025
Q2 		– Sell
-572,996
Closed -$26.7M – 211
2025
Q1 		$26.7M Hold
572,996
– – 2.27% 12
2024
Q4 		$25.7M Buy
+572,996
New +$26.5M 2.03% 11

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Morningstar Investment Management's XTEN Position: Q2 2025 in Review

Morningstar Investment Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2025, closing a stake of 572,996 shares — an estimated $26.7M sold.

Morningstar Investment Management first reported a position in XTEN in Q4 2024 and held it in 2 quarters. The position peaked at $26.7M in Q1 2025. 149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • Morningstar Investment Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 572,996 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $26.7M.
  • Morningstar Investment Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Morningstar Investment Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $26.7M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on Morningstar Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.