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

My Legacy 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
2025
Q2 		$2.77M Buy
60,744
+33,318
+121% +$1.52M 0.99% 27
2025
Q1 		$1.28M Buy
+27,426
New +$1.25M 0.49% 51

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 $729M AUM 16.55% 1-Year Est. Return

My Legacy Advisors's XTEN Position: Q2 2025 in Review

My Legacy Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 121% in Q2 2025, buying an estimated $1.52M and bringing the position to 60,744 shares worth $2.77M. The position accounts for 0.99% of the portfolio, ranked #27.

My Legacy Advisors first reported a position in XTEN in Q1 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • My Legacy Advisors held 60,744 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.77M as of Q2 2025.
  • My Legacy Advisors bought 33,318 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $1.52M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.99% of My Legacy Advisors's portfolio in Q2 2025, its #27 holding.
  • My Legacy Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.