XEMD β€” BONDBLOXX ETF TRUST

Ownership history in Encompass More Asset Management  Β·  9 quarters on record

AI Ownership Summary

Encompass More Asset Management reported BONDBLOXX ETF TRUST (XEMD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2024 Q1. The latest visible filing shows XEMD at 0.74% 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 XEMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management'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

XEMD was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q1

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 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 Encompass More Asset Management held XEMD β€” position size vs. price
% of Fund (quarterly)    XEMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 90,356 +1,391 +1.6% 0.74% $4.0M 2026-02-14 (Est.) $44.85
2025 Q3 ADDED 88,965 +35,691 +67.0% 0.74% $3.9M 2025-10-17 $42.68
2025 Q2 ADDED 53,274 +1,172 +2.2% 0.54% $2.3M 2025-08-07 $41.72
2025 Q1 ADDED 52,102 +6,551 +14.4% 0.66% $2.2M 2025-05-09 $39.82
2024 Q4 ADDED 45,551 +5,679 +14.2% 0.63% $1.9M 2025-01-21 $39.26
2024 Q3 ADDED 39,872 +4,594 +13.0% 0.65% $1.7M 2024-11-14 $38.51
2024 Q2 ADDED 35,278 +3,223 +10.1% 1.03% $1.4M 2024-07-26 $37.31
2024 Q1 ADDED 32,055 +14,208 +79.6% 1.10% $1.3M 2024-05-10 $36.49
2023 Q4 INITIATED 17,847 β€” β€” 0.82% $728K 2024-02-15 $35.49

🏒 Other funds also holding XEMD

As of 2026 Q1 β€” sorted by position size

Bulwark Capital Corp 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About Encompass More Asset Management and XEMD

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

How long has Encompass More Asset Management reported owning XEMD?

Encompass More Asset Management reported XEMD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XEMD position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for XEMD was 1.10% in 2024 Q1.

What is the latest reported XEMD position on this page?

The most recent filing on this page is 2025 Q4, when Encompass More Asset Management reported 90,356 shares, equal to 0.74% of portfolio, with an estimated market value of $4.0M.

What does the chart on this XEMD ownership page compare?

The chart compares Encompass More Asset Management's quarterly XEMD 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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