Vertex Planning Partners’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Vertex Planning Partners’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	$225K	Sell	4,947 -33,028	-87%	-$1.5M	0.03%	152
2026 Q1	$1.74M	Buy	37,975 +3,300	+10%	+$153K	0.34%	45
2025 Q4	$1.6M	Sell	34,675 -1,068	-3%	-$49.9K	0.37%	41
2025 Q3	$1.67M	Buy	35,743 +2,731	+8%	+$126K	0.32%	54
2025 Q2	$1.52M	Buy	33,012 +18,392	+126%	+$838K	0.32%	54
2025 Q1	$681K	Buy	+14,620	New	+$666K	0.15%	79

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

Vertex Planning Partners's XTEN Position: Q2 2026 in Review

Vertex Planning Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 87% in Q2 2026, selling an estimated $1.5M and leaving 4,947 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #152.

Vertex Planning Partners first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Vertex Planning Partners held 4,947 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $225K as of Q2 2026.
Vertex Planning Partners sold 33,028 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.5M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #152 holding.
Vertex Planning Partners first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Vertex Planning Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.74M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.