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 Q3	$1.16M	Buy	27,440 +1,595	+6%	+$70.5K	0.13%	142
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

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

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

FFA

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

FFN

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

XY Planning Network's XTEN Position: Q3 2026 in Review

XY Planning Network increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 6.2% in Q3 2026, buying an estimated $70.5K and bringing the position to 27,440 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #142.

XY Planning Network first reported a position in XTEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q1 2026. 23 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

XY Planning Network held 27,440 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $1.16M as of Q3 2026.
XY Planning Network bought 1,595 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $70.5K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #142 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 4 quarters since.
XY Planning Network's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $1.7M in Q1 2026.
23 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.