TWM
XTEN icon

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

Trinity 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 		– Sell
-4,478
Closed -$205K – 82
2026
Q1 		$205K Buy
+4,478
New +$208K 0.08% 67

Other funds holding XTEN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DF
Daviman Financial Noblesville, Indiana $181M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

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

Trinity Wealth Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026, closing a stake of 4,478 shares — an estimated $205K sold.

Trinity Wealth Management first reported a position in XTEN in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 76 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Trinity Wealth Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Trinity Wealth Management sold 4,478 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $205K.
  • Trinity Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Trinity Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $205K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.