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Safe Harbor Wealth Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Safe Harbor Wealth 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
Q4 		$616K Buy
+13,156
New +$615K 0.6% 30

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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 $1.55T AUM 33.47% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Safe Harbor Wealth Advisors's XTEN Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q4 2025: 13,156 shares worth $616K. The stake represents 0.6% of the portfolio and ranks #30 among its holdings.

171 funds tracked by Wall St. Rank hold XTEN as of Q4 2025.

  • Safe Harbor Wealth Advisors held 13,156 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $616K as of Q4 2025.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.6% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #30 holding.
  • 171 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.