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

NewEdge 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	$1.12M	Sell	24,617 -16,315	-40%	-$742K	﹤0.01%	1587
2026 Q1	$1.88M	Sell	40,932 -3,943	-9%	-$183K	0.01%	1145
2025 Q4	$2.07M	Sell	44,875 -8,321	-16%	-$389K	0.01%	1059
2025 Q3	$2.48M	Sell	53,196 -394,825	-88%	-$18.2M	0.01%	909
2025 Q2	$20.7M	Buy	448,021 +97,109	+28%	+$4.43M	0.11%	198
2025 Q1	$16.3M	Buy	+350,912	New	+$16M	0.1%	213

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

NewEdge Advisors's XTEN Position: Q2 2026 in Review

NewEdge Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 40% in Q2 2026, selling an estimated $742K and leaving 24,617 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

NewEdge Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.7M in Q2 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

NewEdge Advisors held 24,617 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.12M as of Q2 2026.
NewEdge Advisors sold 16,315 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $742K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1587 holding.
NewEdge Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $20.7M in Q2 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.