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Smartleaf Asset Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Smartleaf Asset Management’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
Q1 		$1.29M Buy
28,229
+1,695
+6% +$78.6K 0.05% 348
2025
Q4 		$1.23M Buy
26,534
+1,472
+6% +$68.8K 0.05% 338
2025
Q3 		$1.17M Buy
25,062
+2,860
+13% +$132K 0.07% 286
2025
Q2 		$1.02M Buy
22,202
+21,116
+1,944% +$962K 0.09% 249
2025
Q1 		$50.3K Buy
+1,086
New +$49.5K ﹤0.01% 1141

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Smartleaf Asset Management's XTEN Position: Q1 2026 in Review

Smartleaf Asset Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.4% in Q1 2026, buying an estimated $78.6K and bringing the position to 28,229 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #348.

Smartleaf Asset Management first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Smartleaf Asset Management held 28,229 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.29M as of Q1 2026.
  • Smartleaf Asset Management bought 1,695 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $78.6K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #348 holding.
  • Smartleaf Asset Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.