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

WESPAC Advisors’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
-4,846
Closed -$224K – 210
2025
Q4 		$224K Buy
4,846
+20
+0.4% +$935 0.12% 157
2025
Q3 		$225K Buy
4,826
+190
+4% +$8.74K 0.13% 168
2025
Q2 		$214K Buy
+4,636
New +$211K 0.15% 166

Other funds holding XTEN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $1.55T AUM 33.47% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

WESPAC Advisors's XTEN Position: Q1 2026 in Review

WESPAC Advisors sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q1 2026, closing a stake of 4,846 shares — an estimated $224K sold.

WESPAC Advisors first reported a position in XTEN in Q2 2025 and held it in 3 quarters. The position peaked at $225K in Q3 2025. 186 funds tracked by Wall St. Rank hold XTEN as of Q1 2026.

  • WESPAC Advisors 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 sold 4,846 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $224K.
  • WESPAC Advisors first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025 and held it in 3 quarters.
  • WESPAC Advisors's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $225K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.