Virtue Capital Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Virtue Capital Management’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	$21.5M	Sell	470,885 -131,917	-22%	-$6M	2.87%	6
2026 Q1	$27.6M	Buy	+602,802	New	+$27.9M	4.2%	5

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

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

HGWM

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

Virtue Capital Management's XTEN Position: Q2 2026 in Review

Virtue Capital Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 22% in Q2 2026, selling an estimated $6M and leaving 470,885 shares worth $21.5M. The position accounts for 2.87% of the portfolio, ranked #6.

Virtue Capital Management first reported a position in XTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.6M in Q1 2026. 177 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Virtue Capital Management held 470,885 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $21.5M as of Q2 2026.
Virtue Capital Management sold 131,917 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $6M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 2.87% of Virtue Capital Management's portfolio in Q2 2026, its #6 holding.
Virtue Capital Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Virtue Capital Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $27.6M in Q1 2026.
177 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.