Ehrlich Financial Group Sells 20,226 Shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $XTEN

Ehrlich Financial Group trimmed its holdings in shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (NYSEARCA:XTEN) by 24.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,637 shares of the company’s stock after selling 20,226 shares during the period. BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF accounts for about 1.6% of Ehrlich Financial Group’s investment portfolio, making the stock its 18th biggest holding. Ehrlich Financial Group’s holdings in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF were worth $2,895,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of XTEN. Belpointe Asset Management LLC bought a new position in shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in the 3rd quarter worth $951,000. Nemes Rush Group LLC grew its stake in shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF by 33.3% during the second quarter. Nemes Rush Group LLC now owns 11,841 shares of the company’s stock worth $547,000 after purchasing an additional 2,958 shares during the period. Farther Finance Advisors LLC increased its holdings in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF by 2,194.9% in the third quarter. Farther Finance Advisors LLC now owns 52,209 shares of the company’s stock valued at $2,435,000 after purchasing an additional 49,934 shares during the last quarter. Apeiron RIA LLC increased its holdings in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF by 38.8% in the third quarter. Apeiron RIA LLC now owns 118,233 shares of the company’s stock valued at $5,539,000 after purchasing an additional 33,024 shares during the last quarter. Finally, Brookstone Capital Management acquired a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in the third quarter valued at about $723,000.

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Stock Performance

Shares of XTEN opened at $46.09 on Friday. BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF has a 1 year low of $44.38 and a 1 year high of $47.82. The stock’s 50-day moving average price is $46.49 and its two-hundred day moving average price is $46.61.

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were paid a dividend of $0.1495 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a yield of 3.9%.

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Profile

The BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is passively managed to invest in a portfolio of US Treasury securities with a target duration of ten years. XTEN was launched on Sep 13, 2022 and is managed by BondBloxx.