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

Pacific Excel 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 Q3	–	Sell	-8,020	Closed	-$366K	–	297
2026 Q2	$366K	Buy	+8,020	New	+$365K	0.14%	123

Other funds holding XTEN

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Pacific Excel Wealth Advisors's XTEN Position: Q3 2026 in Review

Pacific Excel Wealth Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026, closing a stake of 8,020 shares — an estimated $366K sold.

Pacific Excel Wealth Advisors first reported a position in XTEN in Q2 2026 and held it in 1 quarter. The position peaked at $366K in Q2 2026. 112 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Pacific Excel Wealth Advisors reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 8,020 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $366K.
Pacific Excel Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2026 and held it in 1 quarter.
Pacific Excel Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $366K in Q2 2026.
112 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.