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Winch Advisory Services’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Winch Advisory Services’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 		– Sell
-251
Closed -$11.5K – 566
2026
Q1 		$11.5K Buy
+251
New +$11.6K ﹤0.01% 303

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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GI
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
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Winch Advisory Services's XTEN Position: Q2 2026 in Review

Winch Advisory Services sold out of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) in Q2 2026, closing a stake of 251 shares — an estimated $11.5K sold.

Winch Advisory Services first reported a position in XTEN in Q1 2026 and held it in 1 quarter. The position peaked at $11.5K in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

  • Winch Advisory Services reported no remaining BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 251 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $11.5K.
  • Winch Advisory Services first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $11.5K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.