MSH Capital Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

MSH Capital Advisors’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 Q3	$839K	Buy	19,793 +152	+0.8%	+$6.72K	0.13%	150
2026 Q2	$895K	Sell	19,641 -661	-3%	-$30.1K	0.16%	132
2026 Q1	$931K	Buy	20,302 +496	+3%	+$23K	0.2%	116
2025 Q4	$915K	Sell	19,806 -1,383	-7%	-$64.6K	0.2%	121
2025 Q3	$988K	Buy	21,189 +5,109	+32%	+$235K	0.26%	99
2025 Q2	$742K	Buy	+16,080	New	+$733K	0.21%	116

Other funds holding XTEN

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

MSH Capital Advisors's XTEN Position: Q3 2026 in Review

MSH Capital Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.77% in Q3 2026, buying an estimated $6.72K and bringing the position to 19,793 shares worth $839K. The position accounts for 0.13% of the portfolio, ranked #150.

MSH Capital Advisors first reported a position in XTEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $988K in Q3 2025. 175 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

MSH Capital Advisors held 19,793 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $839K as of Q3 2026.
MSH Capital Advisors bought 152 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $6.72K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.13% of MSH Capital Advisors's portfolio in Q3 2026, its #150 holding.
MSH Capital Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
MSH Capital Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $988K in Q3 2025.
175 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.