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 Q2	$189M	Buy	4,136,120 +2,149,069	+108%	+$97.7M	1.83%	10
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 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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Prime Capital Investment Advisors's XTEN Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 108% in Q2 2026, buying an estimated $97.7M and bringing the position to 4,136,120 shares worth $189M. The position accounts for 1.83% of the portfolio, ranked #10.

Prime Capital Investment Advisors first reported a position in XTEN in Q2 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Prime Capital Investment Advisors held 4,136,120 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $189M as of Q2 2026.
Prime Capital Investment Advisors bought 2,149,069 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $97.7M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.83% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #10 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 9 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.