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 Q3	$866K	Buy	+20,442	New	+$904K	0.08%	250
2026 Q2	–	Sell	-13,704	Closed	-$628K	–	580
2026 Q1	$628K	Buy	13,704 +1,539	+13%	+$71.3K	0.08%	246
2025 Q4	$562K	Sell	12,165 -213	-2%	-$10K	0.07%	257
2025 Q3	$577K	Buy	+12,378	New	+$569K	0.08%	241

Other funds holding XTEN

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

United Advisor Group's XTEN Position: Q3 2026 in Review

United Advisor Group opened a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q3 2026: 20,442 shares worth $866K. The stake represents 0.08% of the portfolio and ranks #250 among its holdings. This is a return to the name: United Advisor Group previously reported a position in XTEN as recently as Q1 2026.

United Advisor Group first reported a position in XTEN in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

United Advisor Group held 20,442 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $866K as of Q3 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was a new United Advisor Group position in Q3 2026.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.08% of United Advisor Group's portfolio in Q3 2026, its #250 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 4 quarters since.
110 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.