Sovran Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Sovran Advisors’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	$321K	Sell	7,153 -1,976	-22%	-$89.9K	0.02%	464
2026 Q1	$416K	Sell	9,129 -928	-9%	-$43K	0.03%	396
2025 Q4	$468K	Sell	10,057 -1,269	-11%	-$59.3K	0.04%	358
2025 Q3	$532K	Buy	11,326 +435	+4%	+$20K	0.05%	325
2025 Q2	$493K	Buy	10,891 +5,624	+107%	+$256K	0.05%	318
2025 Q1	$241K	Buy	+5,267	New	+$240K	0.03%	414

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

Sovran Advisors's XTEN Position: Q2 2026 in Review

Sovran Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 22% in Q2 2026, selling an estimated $89.9K and leaving 7,153 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #464.

Sovran Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $532K in Q3 2025. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Sovran Advisors held 7,153 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $321K as of Q2 2026.
Sovran Advisors sold 1,976 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $89.9K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #464 holding.
Sovran Advisors 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.
Sovran Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $532K in Q3 2025.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.