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 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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Syntegra Private Wealth Group's XTEN Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.2% in Q2 2026, selling an estimated $90.4K and leaving 30,263 shares worth $1.38M. The position accounts for 0.11% of the portfolio, ranked #57.

Syntegra Private Wealth Group first reported a position in XTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Syntegra Private Wealth Group held 30,263 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.38M as of Q2 2026.
Syntegra Private Wealth Group sold 1,988 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $90.4K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.11% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #57 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 5 quarters since.
Syntegra Private Wealth Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.54M in Q4 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.