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 Q3	$264K	Sell	6,224 -2,787	-31%	-$123K	0.02%	145
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

Tanager Wealth Management's XTEN Position: Q3 2026 in Review

Tanager Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 31% in Q3 2026, selling an estimated $123K and leaving 6,224 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #145.

Tanager Wealth Management first reported a position in XTEN in Q1 2024 and has held it in 11 quarters since. The position peaked at $73.4M in Q3 2024. 74 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Tanager Wealth Management held 6,224 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $264K as of Q3 2026.
Tanager Wealth Management sold 2,787 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $123K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.02% of Tanager Wealth Management's portfolio in Q3 2026, its #145 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 11 quarters since.
Tanager Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $73.4M in Q3 2024.
74 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.