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

Strategic Wealth Partners’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 		$13.9K Sell
306
-3
-1% -$136 ﹤0.01% 840
2026
Q1 		$14.2K Sell
309
-57
-16% -$2.64K ﹤0.01% 800
2025
Q4 		$16.9K Sell
366
-10,672
-97% -$499K ﹤0.01% 739
2025
Q3 		$515K Buy
+11,038
New +$508K 0.04% 226

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

Strategic Wealth Partners's XTEN Position: Q2 2026 in Review

Strategic Wealth Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.97% in Q2 2026, selling an estimated $136 and leaving 306 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Strategic Wealth Partners first reported a position in XTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $515K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Strategic Wealth Partners held 306 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $13.9K as of Q2 2026.
  • Strategic Wealth Partners sold 3 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $136.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #840 holding.
  • Strategic Wealth Partners first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $515K 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.