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Twin Peaks Wealth Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Twin Peaks Wealth 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
Q1 		$104K Buy
+2,274
New +$105K 0.03% 284
2025
Q3 		– Sell
-467
Closed -$21.4K – 2195
2025
Q2 		$21.4K Buy
+467
New +$21.3K 0.01% 580

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

Twin Peaks Wealth Advisors's XTEN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026: 2,274 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XTEN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XTEN in Q2 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,274 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $104K as of Q1 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #284 holding.
  • Twin Peaks Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.