XSVN β€” BONDBLOXX ETF TRUST

Ownership history in Able Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Able Wealth Management LLC reported BONDBLOXX ETF TRUST (XSVN) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows XSVN at 0.30% 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 Able Wealth Management LLC'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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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.

How Able Wealth Management LLC held XSVN β€” position size vs. price
% of Fund (quarterly)    XSVN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,955 +7,857 +64.9% 0.30% $959K 2026-02-14 (Est.) $48.43
2025 Q3 ADDED 12,098 +4,426 +57.7% 0.22% $583K 2025-10-14 $47.77
2025 Q2 INITIATED 7,672 β€” β€” 0.19% $367K 2025-08-06 $46.74

FAQ About Able Wealth Management LLC and XSVN

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

How long has Able Wealth Management LLC reported owning XSVN?

Able Wealth Management LLC reported XSVN across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XSVN position in Able Wealth Management LLC's portfolio?

The largest reported portfolio weight for XSVN was 0.30% in 2025 Q4.

What is the latest reported XSVN position on this page?

The most recent filing on this page is 2025 Q4, when Able Wealth Management LLC reported 19,955 shares, equal to 0.30% of portfolio, with an estimated market value of $959K.

What does the chart on this XSVN ownership page compare?

The chart compares Able Wealth Management LLC'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.

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