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 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

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

Tempus Wealth Planning's XTEN Position: Q2 2026 in Review

Tempus Wealth Planning reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 2.2% in Q2 2026, selling an estimated $33.2K and leaving 32,998 shares worth $1.5M. The position accounts for 0.29% of the portfolio, ranked #97.

Tempus Wealth Planning first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Tempus Wealth Planning held 32,998 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.5M as of Q2 2026.
Tempus Wealth Planning sold 730 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $33.2K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.29% of Tempus Wealth Planning's portfolio in Q2 2026, its #97 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 6 quarters since.
Tempus Wealth Planning's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.55M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.