Omni 360 Wealth’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Omni 360 Wealth’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	$1.42M	Buy	33,493 +253	+0.8%	+$11.2K	0.64%	38
2026 Q2	$1.52M	Buy	33,240 +69	+0.2%	+$3.14K	0.7%	35
2026 Q1	$1.52M	Buy	33,171 +4,389	+15%	+$203K	0.78%	26
2025 Q4	$1.34M	Buy	28,782 +12,694	+79%	+$593K	0.69%	32
2025 Q3	$750K	Buy	16,088 +4,952	+44%	+$228K	0.42%	59
2025 Q2	$514K	Buy	+11,136	New	+$508K	0.32%	66

Other funds holding XTEN

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

FFN

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Omni 360 Wealth's XTEN Position: Q3 2026 in Review

Omni 360 Wealth increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.76% in Q3 2026, buying an estimated $11.2K and bringing the position to 33,493 shares worth $1.42M. The position accounts for 0.64% of the portfolio, ranked #38.

Omni 360 Wealth first reported a position in XTEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Omni 360 Wealth held 33,493 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.42M as of Q3 2026.
Omni 360 Wealth bought 253 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $11.2K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.64% of Omni 360 Wealth's portfolio in Q3 2026, its #38 holding.
Omni 360 Wealth first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Omni 360 Wealth's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.52M in Q1 2026.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.