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

VisionPoint Advisory 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	$1.26M	Buy	29,795 +10,520	+55%	+$465K	0.2%	116
2026 Q2	$879K	Buy	+19,275	New	+$877K	0.14%	162

Other funds holding XTEN

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

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 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

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

VisionPoint Advisory Group's XTEN Position: Q3 2026 in Review

VisionPoint Advisory Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 55% in Q3 2026, buying an estimated $465K and bringing the position to 29,795 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #116.

VisionPoint Advisory Group first reported a position in XTEN in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

VisionPoint Advisory Group held 29,795 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.26M as of Q3 2026.
VisionPoint Advisory Group bought 10,520 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $465K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.2% of VisionPoint Advisory Group's portfolio in Q3 2026, its #116 holding.
VisionPoint Advisory Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2026 and has held it in 2 quarters since.
51 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.