UBS Group
XTEN icon

UBS Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

UBS Group’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 		$266K Buy
5,843
+5,839
+145,975% +$266K ﹤0.01% 6630
2026
Q1 		$183 Buy
+4
New +$185 ﹤0.01% 10043
2025
Q1 		– Sell
-16,635
Closed -$746K – 10776
2024
Q4 		$746K Buy
+16,635
New +$770K ﹤0.01% 5544
2024
Q3 		– Sell
-1,001
Closed -$46K – 10135
2024
Q2 		$46K Buy
+1,001
New +$45.6K ﹤0.01% 6752

Other funds holding XTEN

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group's XTEN Position: Q2 2026 in Review

UBS Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 145,975% in Q2 2026, buying an estimated $266K and bringing the position to 5,843 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #6630.

UBS Group first reported a position in XTEN in Q2 2024 and has held it in 4 quarters since. The position peaked at $746K in Q4 2024. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • UBS Group held 5,843 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $266K as of Q2 2026.
  • UBS Group bought 5,839 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $266K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6630 holding.
  • UBS Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • UBS Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $746K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.