UAG
XTEN icon

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

United Advisor 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
Q1 		$628K Buy
13,704
+1,539
+13% +$71.3K 0.08% 246
2025
Q4 		$562K Sell
12,165
-213
-2% -$9.96K 0.07% 257
2025
Q3 		$577K Buy
+12,378
New +$569K 0.08% 241

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

United Advisor Group's XTEN Position: Q1 2026 in Review

United Advisor Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 13% in Q1 2026, buying an estimated $71.3K and bringing the position to 13,704 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #246.

United Advisor Group first reported a position in XTEN in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • United Advisor Group held 13,704 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $628K as of Q1 2026.
  • United Advisor Group bought 1,539 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $71.3K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #246 holding.
  • United Advisor Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q3 2025 and has held it in 3 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.