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 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

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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Tanager Wealth Management's XTEN Position: Q1 2026 in Review

Tanager Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 46% in Q1 2026, selling an estimated $522K and leaving 13,124 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #76.

Tanager Wealth Management first reported a position in XTEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $73.4M in Q3 2024. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

Tanager Wealth Management held 13,124 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $602K as of Q1 2026.
Tanager Wealth Management sold 11,267 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $522K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.06% of Tanager Wealth Management's portfolio in Q1 2026, its #76 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 9 quarters since.
Tanager Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $73.4M in Q3 2024.
184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.