NBT Bank’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

NBT Bank’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	$5.2K	Sell	114 -22	-16%	-$1K	﹤0.01%	771
2026 Q1	$6.24K	Buy	136 +90	+196%	+$4.17K	﹤0.01%	710
2025 Q4	$6.29K	Sell	46 -1	-2%	-$47	﹤0.01%	696
2025 Q3	$6.34K	Sell	47 -41	-47%	-$1.89K	﹤0.01%	711
2025 Q2	$4.06K	Buy	+88	New	+$4.01K	﹤0.01%	711

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

NBT Bank's XTEN Position: Q2 2026 in Review

NBT Bank reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 16% in Q2 2026, selling an estimated $1K and leaving 114 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

NBT Bank first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.34K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

NBT Bank held 114 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $5.2K as of Q2 2026.
NBT Bank sold 22 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #771 holding.
NBT Bank 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.
NBT Bank's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $6.34K 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 NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.