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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 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. 36 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.
  • 36 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.