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

Pinnacle Family 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	$376K	Sell	8,246 -4,157	-34%	-$189K	0.16%	103
2026 Q1	$569K	Buy	12,403 +38	+0.3%	+$1.76K	0.27%	65
2025 Q4	$572K	Buy	12,365 +1,446	+13%	+$67.6K	0.25%	72
2025 Q3	$509K	Buy	10,919 +102	+0.9%	+$4.69K	0.22%	73
2025 Q2	$499K	Buy	10,817 +5,446	+101%	+$248K	0.24%	73
2025 Q1	$250K	Buy	+5,371	New	+$245K	0.14%	95

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

Pinnacle Family Advisors's XTEN Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 34% in Q2 2026, selling an estimated $189K and leaving 8,246 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #103.

Pinnacle Family Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $572K in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Pinnacle Family Advisors held 8,246 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $376K as of Q2 2026.
Pinnacle Family Advisors sold 4,157 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $189K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.16% of Pinnacle Family Advisors's portfolio in Q2 2026, its #103 holding.
Pinnacle Family 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.
Pinnacle Family Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $572K in Q4 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.