U.S. Capital Wealth Advisors’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

U.S. Capital 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	$5.26M	Sell	114,777 -6,466	-5%	-$300K	0.13%	177
2025 Q4	$5.6M	Buy	121,243 +1,341	+1%	+$62.7K	0.15%	174
2025 Q3	$5.59M	Buy	119,902 +115,508	+2,629%	+$5.31M	0.15%	162
2025 Q2	$203K	Buy	+4,394	New	+$200K	0.01%	836

Other funds holding XTEN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's XTEN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 5.3% in Q1 2026, selling an estimated $300K and leaving 114,777 shares worth $5.26M. The position accounts for 0.13% of the portfolio, ranked #177.

U.S. Capital Wealth Advisors first reported a position in XTEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.6M in Q4 2025. 186 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

U.S. Capital Wealth Advisors held 114,777 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $5.26M as of Q1 2026.
U.S. Capital Wealth Advisors sold 6,466 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $300K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #177 holding.
U.S. Capital Wealth Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and has held it in 4 quarters since.
U.S. Capital Wealth Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $5.6M in Q4 2025.
186 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.