SHJ
XTEN icon

Sharkey, Howes & Javer’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Sharkey, Howes & Javer’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 		$461K Sell
10,125
-4,442
-30% -$202K 0.06% 117
2026
Q1 		$668K Buy
14,567
+1,205
+9% +$55.9K 0.09% 99
2025
Q4 		$618K Buy
13,362
+5,208
+64% +$243K 0.08% 108
2025
Q3 		$380K Buy
+8,154
New +$375K 0.05% 127

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sharkey, Howes & Javer's XTEN Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 30% in Q2 2026, selling an estimated $202K and leaving 10,125 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #117.

Sharkey, Howes & Javer first reported a position in XTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $668K in Q1 2026. 179 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Sharkey, Howes & Javer held 10,125 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $461K as of Q2 2026.
  • Sharkey, Howes & Javer sold 4,442 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $202K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #117 holding.
  • Sharkey, Howes & Javer first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Sharkey, Howes & Javer's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $668K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.