WFC
XTEN icon

Western Financial Corp’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Western Financial Corp’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 		$273K Sell
5,987
-1,773
-23% -$80.6K 0.08% 113
2026
Q1 		$356K Sell
7,760
-900
-10% -$41.7K 0.14% 104
2025
Q4 		$400K Sell
8,660
-1,788
-17% -$83.6K 0.16% 91
2025
Q3 		$487K Buy
10,448
+113
+1% +$5.2K 0.21% 91
2025
Q2 		$477K Buy
10,335
+4,150
+67% +$189K 0.26% 90
2025
Q1 		$288K Buy
+6,185
New +$282K 0.17% 109

Other funds holding XTEN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DF
Daviman Financial Noblesville, Indiana $181M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Western Financial Corp's XTEN Position: Q2 2026 in Review

Western Financial Corp reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 23% in Q2 2026, selling an estimated $80.6K and leaving 5,987 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #113.

Western Financial Corp first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $487K in Q3 2025. 83 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Western Financial Corp held 5,987 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $273K as of Q2 2026.
  • Western Financial Corp sold 1,773 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $80.6K.
  • BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.08% of Western Financial Corp's portfolio in Q2 2026, its #113 holding.
  • Western Financial Corp 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.
  • Western Financial Corp's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $487K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.