PMFA
XTEN icon

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

Plante Moran Financial 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
2025
Q2 		– Sell
-59
Closed -$2.75K – 871
2025
Q1 		$2.75K Buy
+59
New +$2.69K ﹤0.01% 682

Other funds holding XTEN

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Plante Moran Financial Advisors's XTEN Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2025, closing a stake of 59 shares — an estimated $2.75K sold.

Plante Moran Financial Advisors first reported a position in XTEN in Q1 2025 and held it in 1 quarter. The position peaked at $2.75K in Q1 2025. 149 funds tracked by Wall St. Rank hold XTEN as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 59 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2025, an estimated $2.75K.
  • Plante Moran Financial Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.75K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.