3EDGE Asset Management, LP XSVN — BONDBLOXX ETF TRUST

Ownership history in 3EDGE Asset Management, LP  ·  8 quarters on record

AI Ownership Summary

3EDGE Asset Management, LP reported BONDBLOXX ETF TRUST (XSVN) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows XSVN at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XSVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3EDGE Asset Management, LP's position in BONDBLOXX ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XSVN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XSVN stock page 3EDGE Asset Management, LP fund profile 3EDGE Asset Management, LP full holdings
How 3EDGE Asset Management, LP held XSVN — position size vs. price
% of Fund (quarterly)    XSVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 70,412 +6,376 +10.0% 0.18% $3.4M 2026-02-14 (Est.) $48.09
2025 Q3 REDUCED — — — 64,036 -313 -0.5% 0.17% $3.1M 2025-10-30 $47.26
2025 Q2 ADDED — — — 64,349 +1,059 +1.7% 0.19% $3.1M 2025-07-31 $45.89
2025 Q1 REDUCED — — — 63,290 -1,521 -2.3% 0.21% $3.0M 2025-05-01 $45.79
2024 Q4 REDUCED 44.7% +3.9% ❌ 64,811 -52,461 -44.7% 0.18% $3.0M 2025-01-31 $44.11
2024 Q3 ADDED — — — 117,272 +43,708 +59.4% 0.41% $5.8M 2024-10-31 $44.36
2024 Q2 REDUCED 32.9% +5.5% ❌ 73,564 -36,065 -32.9% 0.27% $3.5M 2024-08-12 $45.20
2024 Q1 INITIATED — — — 109,629 — — 0.41% $5.2M 2024-05-08 $42.79

🏢 Other funds also holding XSVN

As of 2026 Q1 — sorted by position size

Bucket List Wealth Management, LLC 1.39% Paladin Wealth, LLC 1.24% Benchmark Financial, LLC 1.11% WESPAC Advisors SoCal, LLC 3Y 7Y 0.8% Gradient Investments LLC 3Y 7Y 0.79% Beacon Financial Advisory LLC 3Y 0.41% SILVER OAK SECURITIES, INCORPORATED 3Y 0.37% Tower Wealth Partners, Inc. 3Y 0.26% Able Wealth Management LLC 0.19% Continuum Advisory, LLC 3Y 0.15%

FAQ About 3EDGE Asset Management, LP and XSVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3EDGE Asset Management, LP reported owning XSVN?

3EDGE Asset Management, LP reported XSVN across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XSVN position in 3EDGE Asset Management, LP's portfolio?

The largest reported portfolio weight for XSVN was 0.41% in 2024 Q3.

What is the latest reported XSVN position on this page?

The most recent filing on this page is 2025 Q4, when 3EDGE Asset Management, LP reported 70,412 shares, equal to 0.18% of portfolio, with an estimated market value of $3.4M.

What does the chart on this XSVN ownership page compare?

The chart compares 3EDGE Asset Management, LP's quarterly XSVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3EDGE Asset Management, LP time their XSVN position?

Based on 13F filing dates vs. subsequent XSVN price moves, 3EDGE Asset Management, LP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on XSVN relative to SPY over the holding period was -9.8%.

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