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

Prime Capital Investment 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
Q1 		$91.1M Buy
1,987,051
+519,309
+35% +$24.1M 1.05% 23
2025
Q4 		$67.8M Buy
1,467,742
+33,389
+2% +$1.56M 0.83% 29
2025
Q3 		$66.9M Buy
1,434,353
+60,940
+4% +$2.8M 0.84% 26
2025
Q2 		$63.4M Sell
1,373,413
-2,086,086
-60% -$95.1M 0.84% 26
2025
Q1 		$161M Buy
3,459,499
+1,011,200
+41% +$46.1M 1.88% 8
2024
Q4 		$110M Buy
2,448,299
+533,429
+28% +$24.7M 1.59% 16
2024
Q3 		$92.7M Buy
1,914,870
+294,448
+18% +$14M 1.32% 21
2024
Q2 		$74.4M Buy
+1,620,422
New +$73.8M 1.1% 24

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Prime Capital Investment Advisors's XTEN Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 35% in Q1 2026, buying an estimated $24.1M and bringing the position to 1,987,051 shares worth $91.1M. The position accounts for 1.05% of the portfolio, ranked #23.

Prime Capital Investment Advisors first reported a position in XTEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $161M in Q1 2025. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Prime Capital Investment Advisors held 1,987,051 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $91.1M as of Q1 2026.
  • Prime Capital Investment Advisors bought 519,309 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $24.1M.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.05% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Prime Capital Investment Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • Prime Capital Investment Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $161M in Q1 2025.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.