MIM
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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 Shares
Change % 		Capital Flow 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 +$25.7M 2.03% 11