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 Q2	$1.3M	Hold	28,229	–	–	0.04%	365
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

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

Smartleaf Asset Management's XTEN Position: Q2 2026 in Review

Smartleaf Asset Management held its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) position steady in Q2 2026 at 28,229 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #365.

Smartleaf Asset Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Smartleaf Asset Management held 28,229 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.3M as of Q2 2026.
Smartleaf Asset Management left its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #365 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 6 quarters since.
179 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.