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WESPAC Advisors SoCal’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-191,409
Closed -$8.85M – 131
2025
Q4 		$8.85M Buy
191,409
+3,626
+2% +$169K 1.78% 20
2025
Q3 		$8.76M Buy
187,783
+7,581
+4% +$349K 1.78% 21
2025
Q2 		$8.32M Buy
180,202
+120,052
+200% +$5.47M 1.86% 19
2025
Q1 		$2.8M Buy
+60,150
New +$2.74M 0.73% 41

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

WESPAC Advisors SoCal's XTEN Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026, closing a stake of 191,409 shares — an estimated $8.85M sold.

WESPAC Advisors SoCal first reported a position in XTEN in Q1 2025 and held it in 4 quarters. The position peaked at $8.85M in Q4 2025. 184 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • WESPAC Advisors SoCal reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 191,409 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $8.85M.
  • WESPAC Advisors SoCal first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and held it in 4 quarters.
  • WESPAC Advisors SoCal's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $8.85M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.