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XTENBondbloxx Bloomberg Ten Year Target Duration US Treasury ETF

Get income4y track recordRanked #203 of 1,706 in this goal

Tracks the investment results of the Bloomberg US Treasury Ten Year Target Duration Index.

By BondBloxx Investment Management · Launched 2022

Annual Cost

0.08%

#278 of 6,040 · low cost

Fund Size

$1.1B

#1,142 of 6,040 · large

Return (1Y)

-3.0%

Track Record

4 years

#2,730 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,726-2.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Treasury Ten Year Target Duration Index

Holdings

By weight

Concentration

Top 10 holdings = 33.9% of funddiversified

US TREAS NTS 4.25% 08/15/35
3.8%
US TREAS NTS 4.5% 11/15/33
3.7%
WI TREASURY SE 4.375% 05/15/34
3.4%
US TREAS NTS 4.625% 02/15/35
3.4%
US TREAS NTS 4% 02/15/34
3.4%
US TREAS NTS 4.25% 11/15/34
3.3%
US TREAS NTS 4.25% 05/15/35
3.3%
US TREAS NTS 3.875% 08/15/34
3.2%
US TREAS NTS 4% 11/15/35
3.2%
US TREAS NTS 3.875% 08/15/33
3.2%

Asset allocation

Bonds
99.0%
Cash
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.2%Low

Year-on-year price swings

Max drawdown
-13.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.13Below average
Sortino (3Y)
-0.18Moderate downside risk

Bond profile

Duration

3.8 years

Avg maturity

8.8 years

Credit ratings

US Government
99.0%
AA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Bloomberg US Treasury Ten Year Target Duration Index.
Strategy
Uses a passive indexing approach to track the Bloomberg US Treasury Ten Year Target Duration Index, investing primarily in U.S. Treasury securities with durations between 6 and 14 years. The Fund aims to keep portfolio turnover low and may use representative sampling to achieve its investment objective.
Inception date
September 13, 2022
Fund family
BondBloxx Investment Management

Next steps

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Data updated on 2026-09-18