Wealth Enhancement Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Wealth Enhancement Advisory Services’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	$2.14M	Sell	50,427 -364	-0.7%	-$16.1K	﹤0.01%	1624
2026 Q2	$2.28M	Buy	50,791 +23,195	+84%	+$1.05M	﹤0.01%	1484
2026 Q1	$1.26M	Sell	27,596 -20,301	-42%	-$941K	﹤0.01%	1661
2025 Q4	$2.22M	Sell	47,897 -112	-0.2%	-$5.24K	﹤0.01%	1456
2025 Q3	$2.24M	Buy	48,009 +29,497	+159%	+$1.36M	﹤0.01%	1368
2025 Q2	$844K	Buy	18,512 +729	+4%	+$33.2K	﹤0.01%	1858
2025 Q1	$828K	Buy	+17,783	New	+$810K	﹤0.01%	1701

Other funds holding XTEN

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

HCA

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

WWG

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's XTEN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 0.72% in Q3 2026, selling an estimated $16.1K and leaving 50,427 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Wealth Enhancement Advisory Services first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.28M in Q2 2026. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Wealth Enhancement Advisory Services held 50,427 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.14M as of Q3 2026.
Wealth Enhancement Advisory Services sold 364 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $16.1K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1624 holding.
Wealth Enhancement Advisory Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.28M in Q2 2026.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.