NCG
XTEN icon

Newport Capital Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Newport Capital 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
2026
Q3 		$4.09M Buy
+93,175
New +$4.12M 2.74% 12

Other funds holding XTEN

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Newport Capital Group's XTEN Position: Q3 2026 in Review

Newport Capital Group opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026: 93,175 shares worth $4.09M. The stake represents 2.74% of the portfolio and ranks #12 among its holdings.

31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

  • Newport Capital Group held 93,175 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $4.09M as of Q3 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Newport Capital Group position in Q3 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.74% of Newport Capital Group's portfolio in Q3 2026, its #12 holding.
  • 31 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Newport Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.