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

PFG 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	$3.72M	Buy	87,752 +4,229	+5%	+$187K	0.19%	130
2026 Q2	$3.81M	Sell	83,523 -37,412	-31%	-$1.7M	0.19%	130
2026 Q1	$5.55M	Buy	120,935 +3,969	+3%	+$184K	0.27%	87
2025 Q4	$5.41M	Buy	116,966 +1,971	+2%	+$92.1K	0.26%	87
2025 Q3	$5.36M	Buy	114,995 +9,329	+9%	+$429K	0.22%	113
2025 Q2	$4.88M	Buy	105,666 +52,782	+100%	+$2.41M	0.23%	93
2025 Q1	$2.46M	Buy	+52,884	New	+$2.41M	0.14%	187

Other funds holding XTEN

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

HCA

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

WWG

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

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

NCG

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

PFG Advisors's XTEN Position: Q3 2026 in Review

PFG Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 5.1% in Q3 2026, buying an estimated $187K and bringing the position to 87,752 shares worth $3.72M. The position accounts for 0.19% of the portfolio, ranked #130.

PFG Advisors first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.55M in Q1 2026. 31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

PFG Advisors held 87,752 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $3.72M as of Q3 2026.
PFG Advisors bought 4,229 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $187K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.19% of PFG Advisors's portfolio in Q3 2026, its #130 holding.
PFG Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
PFG Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $5.55M in Q1 2026.
31 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.