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

Spire Wealth 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 		$57.3K Sell
1,258
-767
-38% -$34.9K ﹤0.01% 1141
2026
Q1 		$92.9K Buy
2,025
+175
+9% +$8.11K ﹤0.01% 982
2025
Q4 		$85.5K Sell
1,850
-113
-6% -$5.28K ﹤0.01% 1030
2025
Q3 		$91.5K Buy
1,963
+68
+4% +$3.13K ﹤0.01% 1018
2025
Q2 		$87.5K Buy
1,895
+947
+100% +$43.2K ﹤0.01% 1024
2025
Q1 		$44.1K Buy
+948
New +$43.2K ﹤0.01% 1327

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Spire Wealth Management's XTEN Position: Q2 2026 in Review

Spire Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 38% in Q2 2026, selling an estimated $34.9K and leaving 1,258 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Spire Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $92.9K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Spire Wealth Management held 1,258 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $57.3K as of Q2 2026.
  • Spire Wealth Management sold 767 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $34.9K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1141 holding.
  • Spire Wealth 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.
  • Spire Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $92.9K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.