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

OneDigital Investment 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 Q2	$78.1M	Buy	1,714,557 +172,012	+11%	+$7.82M	0.66%	32
2026 Q1	$70.7M	Sell	1,542,545 -7,481	-0.5%	-$347K	0.69%	32
2025 Q4	$71.6M	Sell	1,550,026 -280,077	-15%	-$13.1M	0.7%	32
2025 Q3	$85.3M	Buy	1,830,103 +91,212	+5%	+$4.2M	0.88%	25
2025 Q2	$80.3M	Buy	1,738,891 +320,399	+23%	+$14.6M	0.89%	27
2025 Q1	$66.1M	Buy	+1,418,492	New	+$64.6M	0.78%	29

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

HGWM

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

OneDigital Investment Advisors's XTEN Position: Q2 2026 in Review

OneDigital Investment Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 11% in Q2 2026, buying an estimated $7.82M and bringing the position to 1,714,557 shares worth $78.1M. The position accounts for 0.66% of the portfolio, ranked #32.

OneDigital Investment Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $85.3M in Q3 2025. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

OneDigital Investment Advisors held 1,714,557 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $78.1M as of Q2 2026.
OneDigital Investment Advisors bought 172,012 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $7.82M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.66% of OneDigital Investment Advisors's portfolio in Q2 2026, its #32 holding.
OneDigital Investment Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
OneDigital Investment Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $85.3M in Q3 2025.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.