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
2026 Q2	$943K	Buy	+20,687	New	+$941K	0.02%	617
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 $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

Sigma Planning Corp's XTEN Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026: 20,687 shares worth $943K. The stake represents 0.02% of the portfolio and ranks #617 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in XTEN as recently as Q1 2024.

Sigma Planning Corp first reported a position in XTEN in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.66M in Q1 2024. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Sigma Planning Corp held 20,687 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $943K as of Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Sigma Planning Corp position in Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #617 holding.
Sigma Planning Corp first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2024 and has held it in 2 quarters since.
Sigma Planning Corp's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.66M in Q1 2024.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.