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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
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

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Omni 360 Wealth's XTEN Position: Q2 2026 in Review

Omni 360 Wealth increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.21% in Q2 2026, buying an estimated $3.14K and bringing the position to 33,240 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #35.

Omni 360 Wealth first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Omni 360 Wealth held 33,240 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.52M as of Q2 2026.
  • Omni 360 Wealth bought 69 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $3.14K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.7% of Omni 360 Wealth's portfolio in Q2 2026, its #35 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 5 quarters since.
  • Omni 360 Wealth's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.52M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.