S&A Financial Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

S&A Financial Services’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	$923K	Buy	20,255 +3,285	+19%	+$149K	0.56%	38
2026 Q1	$778K	Buy	+16,970	New	+$787K	0.53%	40

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

S&A Financial Services's XTEN Position: Q2 2026 in Review

S&A Financial Services increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 20,255 shares worth $923K. The position accounts for 0.56% of the portfolio, ranked #38.

S&A Financial Services first reported a position in XTEN in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

S&A Financial Services held 20,255 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $923K as of Q2 2026.
S&A Financial Services bought 3,285 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $149K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.56% of S&A Financial Services's portfolio in Q2 2026, its #38 holding.
S&A Financial Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.