TLA
XTEN icon

Tanglewood Legacy Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Tanglewood Legacy Advisors’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 		$6.47K Hold
142
– – ﹤0.01% 251
2026
Q1 		$6.51K Hold
142
– – ﹤0.01% 238
2025
Q4 		$6.56K Buy
+142
New +$6.64K ﹤0.01% 234

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tanglewood Legacy Advisors's XTEN Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) position steady in Q2 2026 at 142 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Tanglewood Legacy Advisors first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.56K in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Tanglewood Legacy Advisors held 142 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $6.47K as of Q2 2026.
  • Tanglewood Legacy Advisors left its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF share count unchanged in Q2 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #251 holding.
  • Tanglewood Legacy Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Tanglewood Legacy Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $6.56K 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.