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

TSA 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
Q1 		$5.39M Sell
117,602
-1,375
-1% -$63.7K 1.74% 20
2025
Q4 		$5.5M Sell
118,977
-36,222
-23% -$1.69M 1.82% 16
2025
Q3 		$7.24M Buy
155,199
+10,696
+7% +$492K 2.46% 13
2025
Q2 		$6.67M Buy
144,503
+4,419
+3% +$201K 2.44% 16
2025
Q1 		$6.52M Buy
+140,084
New +$6.38M 2.59% 14

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

TSA Wealth Management's XTEN Position: Q1 2026 in Review

TSA Wealth Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 1.2% in Q1 2026, selling an estimated $63.7K and leaving 117,602 shares worth $5.39M. The position accounts for 1.74% of the portfolio, ranked #20.

TSA Wealth Management first reported a position in XTEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.24M in Q3 2025. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • TSA Wealth Management held 117,602 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $5.39M as of Q1 2026.
  • TSA Wealth Management sold 1,375 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $63.7K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 1.74% of TSA Wealth Management's portfolio in Q1 2026, its #20 holding.
  • TSA Wealth Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • TSA Wealth Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $7.24M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.