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

Tanager Wealth Management’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	$411K	Sell	9,011 -4,113	-31%	-$187K	0.04%	105
2026 Q1	$602K	Sell	13,124 -11,267	-46%	-$522K	0.06%	76
2025 Q4	$1.13M	Sell	24,391 -9,084	-27%	-$425K	0.11%	49
2025 Q3	$1.56M	Sell	33,475 -14,815	-31%	-$682K	0.16%	45
2025 Q2	$2.23M	Sell	48,290 -49,905	-51%	-$2.27M	0.26%	41
2025 Q1	$4.57M	Sell	98,195 -17,872	-15%	-$814K	0.59%	28
2024 Q4	$5.2M	Sell	116,067 -1,399,851	-92%	-$64.8M	0.68%	25
2024 Q3	$73.4M	Buy	1,515,918 +107,715	+8%	+$5.13M	9.88%	2
2024 Q2	$64.7M	Buy	1,408,203 +144,624	+11%	+$6.58M	9.63%	2
2024 Q1	$59M	Buy	+1,263,579	New	+$58.9M	9.53%	3

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

Tanager Wealth Management's XTEN Position: Q2 2026 in Review

Tanager Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 31% in Q2 2026, selling an estimated $187K and leaving 9,011 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #105.

Tanager Wealth Management first reported a position in XTEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.4M in Q3 2024. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Tanager Wealth Management held 9,011 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $411K as of Q2 2026.
Tanager Wealth Management sold 4,113 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $187K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #105 holding.
Tanager Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Tanager Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $73.4M in Q3 2024.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.