WealthPLAN Partners’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

WealthPLAN Partners’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	$1.67M	Sell	36,537 -21,905	-37%	-$996K	0.32%	75
2026 Q1	$2.68M	Buy	58,442 +2,856	+5%	+$132K	0.52%	47
2025 Q4	$2.57M	Buy	55,586 +75	+0.1%	+$3.5K	0.38%	74
2025 Q3	$2.59M	Buy	55,511 +6,056	+12%	+$279K	0.39%	81
2025 Q2	$2.28M	Buy	49,455 +26,382	+114%	+$1.2M	0.37%	87
2025 Q1	$1.07M	Buy	+23,073	New	+$1.05M	0.15%	124

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

WealthPLAN Partners's XTEN Position: Q2 2026 in Review

WealthPLAN Partners reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 37% in Q2 2026, selling an estimated $996K and leaving 36,537 shares worth $1.67M. The position accounts for 0.32% of the portfolio, ranked #75.

WealthPLAN Partners first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

WealthPLAN Partners held 36,537 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.67M as of Q2 2026.
WealthPLAN Partners sold 21,905 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $996K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.32% of WealthPLAN Partners's portfolio in Q2 2026, its #75 holding.
WealthPLAN Partners 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.
WealthPLAN Partners's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $2.68M in Q1 2026.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.