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

Strait & Sound 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 		$276K Buy
6,049
+645
+12% +$29.3K 0.1% 130
2026
Q1 		$248K Sell
5,404
-1,229
-19% -$57K 0.09% 143
2025
Q4 		$307K Sell
6,633
-1,287
-16% -$60.2K 0.11% 119
2025
Q3 		$369K Buy
7,920
+888
+13% +$40.9K 0.14% 108
2025
Q2 		$325K Sell
7,032
-38
-0.5% -$1.73K 0.14% 115
2025
Q1 		$329K Buy
7,070
+1,149
+19% +$52.3K 0.15% 107
2024
Q4 		$265K Buy
+5,921
New +$274K 0.12% 122

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

Strait & Sound Wealth Management's XTEN Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 12% in Q2 2026, buying an estimated $29.3K and bringing the position to 6,049 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #130.

Strait & Sound Wealth Management first reported a position in XTEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Strait & Sound Wealth Management held 6,049 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $276K as of Q2 2026.
  • Strait & Sound Wealth Management bought 645 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $29.3K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Strait & Sound Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Strait & Sound Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $369K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.