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

One Wealth 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 Q1	$16.6M	Buy	362,782 +22,960	+7%	+$1.06M	2.07%	12
2025 Q4	$15.7M	Sell	339,822 -635	-0.2%	-$29.7K	1.92%	18
2025 Q3	$15.9M	Buy	340,457 +34,294	+11%	+$1.58M	1.99%	17
2025 Q2	$14.1M	Buy	306,163 +154,387	+102%	+$7.04M	1.97%	17
2025 Q1	$7.07M	Buy	+151,776	New	+$6.91M	1.06%	24

Other funds holding XTEN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

One Wealth Advisors's XTEN Position: Q1 2026 in Review

One Wealth Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.8% in Q1 2026, buying an estimated $1.06M and bringing the position to 362,782 shares worth $16.6M. The position accounts for 2.07% of the portfolio, ranked #12.

One Wealth Advisors first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

One Wealth Advisors held 362,782 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $16.6M as of Q1 2026.
One Wealth Advisors bought 22,960 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $1.06M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.07% of One Wealth Advisors's portfolio in Q1 2026, its #12 holding.
One Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.