New Century Financial Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

New Century Financial Group’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 Q1	–	Sell	-9,826	Closed	-$440K	–	296
2024 Q4	$440K	Buy	+9,826	New	+$455K	0.19%	148

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

New Century Financial Group's XTEN Position: Q1 2025 in Review

New Century Financial Group sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2025, closing a stake of 9,826 shares — an estimated $440K sold.

New Century Financial Group first reported a position in XTEN in Q4 2024 and held it in 1 quarter. The position peaked at $440K in Q4 2024. 114 funds tracked by Wall St. Rank hold XTEN as of Q1 2025.

New Century Financial Group reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 9,826 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2025, an estimated $440K.
New Century Financial Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and held it in 1 quarter.
New Century Financial Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $440K in Q4 2024.
114 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.