XTEN — BONDBLOXX ETF TRUST

Ownership history in EHRLICH FINANCIAL GROUP  ·  4 quarters on record

This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in BONDBLOXX ETF TRUST (XTEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2025 Q2)
Avg. % of fund
1.77%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 62,637 -20,226 -24.4% 1.65% $2.9M $45.91
2025 Q3 ADDED 82,863 +5,515 +7.1% 2.29% $3.9M $45.67
2025 Q2 ADDED 77,348 +52,698 +213.8% 2.31% $3.6M $44.72
2025 Q1 INITIATED 24,650 — — 0.84% $1.1M $44.66
% of Fund (quarterly)    XTEN price (monthly, adj. close)

Other funds also holding XTEN

As of 2025 Q4 — sorted by position size

DUTCH ASSET Corp 6.57% Daviman Financial, LLC 4.08% Horst & Graben Wealth Management LLC 3Y 2.93% Northwest Capital Management Inc 3Y 7Y 2.44% WealthPoint Financial, LLC 2.07% One Wealth Advisors, LLC 3Y 7Y 1.92% TSA Wealth Managment LLC 1.82% WESPAC Advisors SoCal, LLC 3Y 7Y 1.78% Austin Private Wealth, LLC 3Y 1.72% THEORY FINANCIAL LLC 3Y 1.34%
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