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

Northwest Capital Management’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
Q4 		$564K Sell
12,194
-14,962
-55% -$699K 2.44% 12
2025
Q3 		$1.27M Sell
27,156
-4,481
-14% -$206K 1.33% 20
2025
Q2 		$1.46M Sell
31,637
-5,942
-16% -$271K 0.79% 32
2025
Q1 		$1.75M Buy
+37,579
New +$1.71M 0.72% 32

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Northwest Capital Management's XTEN Position: Q4 2025 in Review

Northwest Capital Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 55% in Q4 2025, selling an estimated $699K and leaving 12,194 shares worth $564K. The position accounts for 2.44% of the portfolio, ranked #12.

Northwest Capital Management first reported a position in XTEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2025. 171 funds tracked by Wall St. Rank hold XTEN as of Q4 2025.

  • Northwest Capital Management held 12,194 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $564K as of Q4 2025.
  • Northwest Capital Management sold 14,962 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $699K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.44% of Northwest Capital Management's portfolio in Q4 2025, its #12 holding.
  • Northwest Capital Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 4 quarters since.
  • Northwest Capital Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.75M in Q1 2025.
  • 171 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.