XY Planning Network’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

XY Planning Network’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	$1.18M	Sell	25,845 -11,467	-31%	-$521K	0.15%	130
2026 Q1	$1.7M	Buy	37,312 +9,396	+34%	+$436K	0.27%	85
2025 Q4	$1.29M	Buy	+27,916	New	+$1.3M	0.22%	104

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

XY Planning Network's XTEN Position: Q2 2026 in Review

XY Planning Network reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 31% in Q2 2026, selling an estimated $521K and leaving 25,845 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #130.

XY Planning Network first reported a position in XTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

XY Planning Network held 25,845 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.18M as of Q2 2026.
XY Planning Network sold 11,467 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $521K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.15% of XY Planning Network's portfolio in Q2 2026, its #130 holding.
XY Planning Network first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q4 2025 and has held it in 3 quarters since.
XY Planning Network's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.7M 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 XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.