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

Transcend Capital 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	$557K	Buy	12,221 +510	+4%	+$23.2K	0.04%	418
2026 Q1	$537K	Buy	11,711 +3,302	+39%	+$153K	0.04%	365
2025 Q4	$389K	Sell	8,409 -2,757	-25%	-$129K	0.03%	429
2025 Q3	$521K	Buy	11,166 +173	+2%	+$7.96K	0.04%	367
2025 Q2	$507K	Buy	10,993 +3,201	+41%	+$146K	0.04%	337
2025 Q1	$363K	Buy	+7,792	New	+$355K	0.03%	432

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

Transcend Capital Advisors's XTEN Position: Q2 2026 in Review

Transcend Capital Advisors increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 4.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 12,221 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #418.

Transcend Capital Advisors first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Transcend Capital Advisors held 12,221 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $557K as of Q2 2026.
Transcend Capital Advisors bought 510 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $23.2K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #418 holding.
Transcend Capital Advisors 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.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.