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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
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

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

MSH Capital Advisors's XTEN Position: Q2 2026 in Review

MSH Capital Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 3.3% in Q2 2026, selling an estimated $30.1K and leaving 19,641 shares worth $895K. The position accounts for 0.16% of the portfolio, ranked #132.

MSH Capital Advisors first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $988K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • MSH Capital Advisors held 19,641 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $895K as of Q2 2026.
  • MSH Capital Advisors sold 661 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $30.1K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.16% of MSH Capital Advisors's portfolio in Q2 2026, its #132 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 5 quarters since.
  • MSH Capital Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $988K 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 MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.