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

Resurgent 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
2026 Q2	$370K	Sell	8,118 -5,178	-39%	-$235K	0.1%	200
2026 Q1	$610K	Sell	13,296 -59	-0.4%	-$2.73K	0.22%	110
2025 Q4	$617K	Sell	13,355 -631	-5%	-$29.5K	0.31%	98
2025 Q3	$652K	Buy	13,986 +595	+4%	+$27.4K	0.32%	91
2025 Q2	$618K	Buy	13,391 +7,007	+110%	+$319K	0.34%	85
2025 Q1	$297K	Buy	+6,384	New	+$291K	0.18%	139

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

Resurgent Financial Advisors's XTEN Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 39% in Q2 2026, selling an estimated $235K and leaving 8,118 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #200.

Resurgent Financial Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $652K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Resurgent Financial Advisors held 8,118 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $370K as of Q2 2026.
Resurgent Financial Advisors sold 5,178 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $235K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #200 holding.
Resurgent Financial 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.
Resurgent Financial Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $652K in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

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