Sigma Planning Corp’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Sigma Planning Corp’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
2024 Q2	–	Sell	-35,571	Closed	-$1.66M	–	1275
2024 Q1	$1.66M	Buy	+35,571	New	+$1.66M	0.05%	355

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Sigma Planning Corp's XTEN Position: Q2 2024 in Review

Sigma Planning Corp sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2024, closing a stake of 35,571 shares — an estimated $1.66M sold.

Sigma Planning Corp first reported a position in XTEN in Q1 2024 and held it in 1 quarter. The position peaked at $1.66M in Q1 2024. 11 funds tracked by Wall St. Rank hold XTEN as of Q2 2024.

Sigma Planning Corp reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Sigma Planning Corp sold 35,571 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2024, an estimated $1.66M.
Sigma Planning Corp first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2024 and held it in 1 quarter.
Sigma Planning Corp's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.66M in Q1 2024.
11 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.