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 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

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

West Wealth Group's XTEN Position: Q2 2026 in Review

West Wealth Group increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 9% in Q2 2026, buying an estimated $355K and bringing the position to 94,137 shares worth $4.29M. The position accounts for 0.7% of the portfolio, ranked #22.

West Wealth Group first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.69M in Q4 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

West Wealth Group held 94,137 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $4.29M as of Q2 2026.
West Wealth Group bought 7,795 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $355K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.7% of West Wealth Group's portfolio in Q2 2026, its #22 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 6 quarters since.
West Wealth Group's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $4.69M in Q4 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.