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

WealthPlan Investment 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
2025
Q4 		– Sell
-4,329
Closed -$202K – 392
2025
Q3 		$202K Sell
4,329
-40,564
-90% -$1.87M 0.01% 323
2025
Q2 		$2.07M Buy
+44,893
New +$2.05M 0.15% 123

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

WealthPlan Investment Management's XTEN Position: Q4 2025 in Review

WealthPlan Investment Management sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q4 2025, closing a stake of 4,329 shares — an estimated $202K sold.

WealthPlan Investment Management first reported a position in XTEN in Q2 2025 and held it in 2 quarters. The position peaked at $2.07M in Q2 2025. 171 funds tracked by Wall St. Rank hold XTEN as of Q4 2025.

  • WealthPlan Investment Management reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,329 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q4 2025, an estimated $202K.
  • WealthPlan Investment Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.07M in Q2 2025.
  • 171 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.