SWA
XTEN icon

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

Strata Wealth 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
Q3 		$4.36M Buy
+102,768
New +$4.54M 1.02% 22

Other funds holding XTEN

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
NCG
Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Strata Wealth Advisors's XTEN Position: Q3 2026 in Review

Strata Wealth Advisors opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026: 102,768 shares worth $4.36M. The stake represents 1.02% of the portfolio and ranks #22 among its holdings.

31 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

  • Strata Wealth Advisors held 102,768 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $4.36M as of Q3 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Strata Wealth Advisors position in Q3 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.02% of Strata Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • 31 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.