West Wealth Group’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

West Wealth Group’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 Q3	$4.42M	Buy	104,282 +10,145	+11%	+$449K	0.69%	24
2026 Q2	$4.29M	Buy	94,137 +7,795	+9%	+$355K	0.7%	22
2026 Q1	$3.96M	Sell	86,342 -15,200	-15%	-$705K	0.78%	20
2025 Q4	$4.69M	Buy	101,542 +8,527	+9%	+$399K	0.97%	21
2025 Q3	$4.37M	Buy	93,015 +7,444	+9%	+$342K	0.99%	21
2025 Q2	$3.94M	Buy	85,571 +15,721	+23%	+$717K	0.98%	20
2025 Q1	$3.26M	Buy	+69,850	New	+$3.18M	0.96%	20

Other funds holding XTEN

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

West Wealth Group's XTEN Position: Q3 2026 in Review

West Wealth Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 11% in Q3 2026, buying an estimated $449K and bringing the position to 104,282 shares worth $4.42M. The position accounts for 0.69% of the portfolio, ranked #24.

West Wealth Group first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.69M in Q4 2025. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

West Wealth Group held 104,282 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $4.42M as of Q3 2026.
West Wealth Group bought 10,145 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $449K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.69% of West Wealth Group's portfolio in Q3 2026, its #24 holding.
West Wealth Group first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 7 quarters since.
West Wealth Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.69M in Q4 2025.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.