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

Tempus Wealth Planning’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	$1.69M	Buy	39,891 +6,893	+21%	+$305K	0.32%	86
2026 Q2	$1.5M	Sell	32,998 -730	-2%	-$33.2K	0.29%	97
2026 Q1	$1.55M	Buy	33,728 +7,512	+29%	+$348K	0.36%	77
2025 Q4	$1.21M	Buy	26,216 +1,920	+8%	+$89.7K	0.28%	97
2025 Q3	$1.13M	Sell	24,296 -5,955	-20%	-$274K	0.26%	104
2025 Q2	$1.4M	Buy	30,251 +17,684	+141%	+$806K	0.35%	79
2025 Q1	$585K	Buy	+12,567	New	+$572K	0.17%	132

Other funds holding XTEN

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

HCA

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

WWG

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Tempus Wealth Planning's XTEN Position: Q3 2026 in Review

Tempus Wealth Planning increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 21% in Q3 2026, buying an estimated $305K and bringing the position to 39,891 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #86.

Tempus Wealth Planning first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Tempus Wealth Planning held 39,891 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.69M as of Q3 2026.
Tempus Wealth Planning bought 6,893 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $305K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.32% of Tempus Wealth Planning's portfolio in Q3 2026, its #86 holding.
Tempus Wealth Planning first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.