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 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

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

Wealth Enhancement Advisory Services's XTEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 84% in Q2 2026, buying an estimated $1.05M and bringing the position to 50,791 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Wealth Enhancement Advisory Services first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Wealth Enhancement Advisory Services held 50,791 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $2.28M as of Q2 2026.
Wealth Enhancement Advisory Services bought 23,195 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.05M.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1484 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 6 quarters since.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.