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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Strategic Wealth Partners's XTEN Position: Q1 2026 in Review

Strategic Wealth Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 16% in Q1 2026, selling an estimated $2.64K and leaving 309 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Strategic Wealth Partners first reported a position in XTEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $515K in Q3 2025. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Strategic Wealth Partners held 309 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $14.2K as of Q1 2026.
  • Strategic Wealth Partners sold 57 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $2.64K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #800 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 3 quarters since.
  • Strategic Wealth Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $515K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.