Spectrum Planning & Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Spectrum Planning & Advisory Services’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	$615K	Sell	13,495 -180	-1%	-$8.19K	0.28%	52
2026 Q1	$627K	Buy	13,675 +385	+3%	+$17.8K	0.31%	49
2025 Q4	$614K	Buy	13,290 +11	+0.1%	+$514	0.32%	54
2025 Q3	$619K	Buy	13,279 +123	+0.9%	+$5.66K	0.35%	53
2025 Q2	$607K	Sell	13,156 -4,587	-26%	-$209K	0.39%	46
2025 Q1	$826K	Buy	+17,743	New	+$808K	0.69%	30

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

Spectrum Planning & Advisory Services's XTEN Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 1.3% in Q2 2026, selling an estimated $8.19K and leaving 13,495 shares worth $615K. The position accounts for 0.28% of the portfolio, ranked #52.

Spectrum Planning & Advisory Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $826K in Q1 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Spectrum Planning & Advisory Services held 13,495 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $615K as of Q2 2026.
Spectrum Planning & Advisory Services sold 180 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $8.19K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.28% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #52 holding.
Spectrum Planning & Advisory Services 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.
Spectrum Planning & Advisory Services's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $826K in Q1 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.