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

Tradition 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 Q2	$2.89M	Sell	63,484 -27,603	-30%	-$1.26M	0.18%	116
2026 Q1	$4.18M	Buy	91,087 +1,702	+2%	+$78.9K	0.3%	77
2025 Q4	$4.13M	Sell	89,385 -722	-0.8%	-$33.7K	0.3%	80
2025 Q3	$4.2M	Sell	90,107 -4,537	-5%	-$209K	0.31%	76
2025 Q2	$4.37M	Buy	94,644 +51,904	+121%	+$2.37M	0.35%	71
2025 Q1	$1.99M	Buy	+42,740	New	+$1.95M	0.18%	112

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

Tradition Wealth Management's XTEN Position: Q2 2026 in Review

Tradition Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 30% in Q2 2026, selling an estimated $1.26M and leaving 63,484 shares worth $2.89M. The position accounts for 0.18% of the portfolio, ranked #116.

Tradition Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.37M in Q2 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Tradition Wealth Management held 63,484 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.89M as of Q2 2026.
Tradition Wealth Management sold 27,603 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.26M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.18% of Tradition Wealth Management's portfolio in Q2 2026, its #116 holding.
Tradition Wealth Management 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.
Tradition Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.37M in Q2 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.