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 Q2	–	Sell	-2,274	Closed	-$104K	–	2270
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

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

Twin Peaks Wealth Advisors's XTEN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026, closing a stake of 2,274 shares — an estimated $104K sold.

Twin Peaks Wealth Advisors first reported a position in XTEN in Q2 2025 and held it in 2 quarters. The position peaked at $104K in Q1 2026. 179 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,274 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $104K.
Twin Peaks Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $104K in Q1 2026.
179 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.