Patriot Financial Group Insurance Agency’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.79M	Sell	39,271 -57,381	-59%	-$2.61M	0.18%	140
2026 Q1	$4.43M	Buy	96,652 +51,560	+114%	+$2.39M	0.25%	112
2025 Q4	$2.08M	Buy	45,092 +5,573	+14%	+$260K	0.25%	115
2025 Q3	$1.84M	Buy	39,519 +4,792	+14%	+$220K	0.24%	116
2025 Q2	$1.6M	Buy	34,727 +15,290	+79%	+$697K	0.18%	137
2025 Q1	$905K	Buy	+19,437	New	+$885K	0.12%	200

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Patriot Financial Group Insurance Agency's XTEN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 59% in Q2 2026, selling an estimated $2.61M and leaving 39,271 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #140.

Patriot Financial Group Insurance Agency first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.43M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Patriot Financial Group Insurance Agency held 39,271 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.79M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 57,381 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $2.61M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #140 holding.
Patriot Financial Group Insurance Agency 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.
Patriot Financial Group Insurance Agency's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.43M 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 Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.