Belpointe Asset Management LLC XFIV — BONDBLOXX ETF TRUST

Ownership history in Belpointe Asset Management LLC  ·  10 quarters on record

AI Ownership Summary

Belpointe Asset Management LLC reported BONDBLOXX ETF TRUST (XFIV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows XFIV at 0.02% 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 XFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Belpointe Asset 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
2026 Q1

XFIV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2023 Q4 to 2026 Q1

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.

XFIV stock page Belpointe Asset Management LLC fund profile Belpointe Asset Management LLC full holdings
How Belpointe Asset Management LLC held XFIV — position size vs. price
% of Fund (quarterly)    XFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,214 +926 +9.0% 0.02% $551K 2026-04-28 $49.07
2025 Q4 ADDED — — — 10,288 +3,583 +53.4% 0.02% $509K 2026-01-27 $48.93
2025 Q3 ADDED — — — 6,705 +198 +3.0% 0.01% $332K 2025-11-03 $48.76
2025 Q2 ADDED — — — 6,507 +276 +4.4% 0.01% $321K 2025-07-22 $47.74
2025 Q1 REDUCED — — — 6,231 -34 -0.5% 0.02% $306K 2025-05-20 $46.93
2024 Q4 REDUCED 38.8% +3.1% ❌ 6,265 -3,975 -38.8% 0.02% $311K 2025-02-13 $45.81
2024 Q3 ADDED — — — 10,240 +4,177 +68.9% 0.03% $512K 2024-11-13 $45.52
2024 Q2 REDUCED 9.9% +4.7% ❌ 6,063 -668 -9.9% 0.02% $292K 2024-08-02 $46.58
2024 Q1 ADDED — — — 6,731 +1,093 +19.4% 0.02% $326K 2024-05-08 $44.21
2023 Q4 INITIATED — — — 5,638 — — 0.02% $277K 2024-02-13 $44.16

🏢 Other funds also holding XFIV

As of 2026 Q1 — sorted by position size

Capital Investment Counsel, LLC 2.71% Paladin Wealth, LLC 1.79% Nemes Rush Group LLC 1.64% Financial Guidance Group, Inc. 3Y 1.51% Gradient Investments LLC 3Y 7Y 1.14% WESPAC Advisors SoCal, LLC 3Y 7Y 0.73% Able Wealth Management LLC 0.14% WealthPlan Investment Management, LLC 3Y 0.02% Wealthcare Advisory Partners LLC 3Y 7Y 0.02% Elevated Capital Advisors, LLC 3Y 0.01%

FAQ About Belpointe Asset Management LLC and XFIV

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

How long has Belpointe Asset Management LLC reported owning XFIV?

Belpointe Asset Management LLC reported XFIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XFIV position in Belpointe Asset Management LLC's portfolio?

The largest reported portfolio weight for XFIV was 0.03% in 2024 Q3.

What is the latest reported XFIV position on this page?

The most recent filing on this page is 2026 Q1, when Belpointe Asset Management LLC reported 11,214 shares, equal to 0.02% of portfolio, with an estimated market value of $551K.

What does the chart on this XFIV ownership page compare?

The chart compares Belpointe Asset Management LLC's quarterly XFIV 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 Belpointe Asset Management LLC time their XFIV position?

Based on 13F filing dates vs. subsequent XFIV price moves, Belpointe Asset Management LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on XFIV relative to SPY over the holding period was -12.2%.

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