Syntegra Private Wealth Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Syntegra Private Wealth Group’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	$1.28M	Sell	30,133 -130	-0.4%	-$5.75K	0.1%	58
2026 Q2	$1.38M	Sell	30,263 -1,988	-6%	-$90.4K	0.11%	57
2026 Q1	$1.48M	Sell	32,251 -996	-3%	-$46.2K	0.14%	48
2025 Q4	$1.54M	Buy	33,247 +5,053	+18%	+$236K	0.14%	48
2025 Q3	$1.31M	Buy	28,194 +7,260	+35%	+$334K	0.12%	54
2025 Q2	$966K	Buy	+20,934	New	+$954K	0.1%	65

Other funds holding XTEN

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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 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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Syntegra Private Wealth Group's XTEN Position: Q3 2026 in Review

Syntegra Private Wealth Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.43% in Q3 2026, selling an estimated $5.75K and leaving 30,133 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #58.

Syntegra Private Wealth Group first reported a position in XTEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Syntegra Private Wealth Group held 30,133 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.28M as of Q3 2026.
Syntegra Private Wealth Group sold 130 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $5.75K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.1% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #58 holding.
Syntegra Private Wealth Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Syntegra Private Wealth Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.54M in Q4 2025.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.