XTEN β€” BONDBLOXX ETF TRUST

Ownership history in Fulcrum Equity Management  Β·  4 quarters on record

AI Ownership Summary

Fulcrum Equity Management reported BONDBLOXX ETF TRUST (XTEN) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q4. The latest visible filing shows XTEN at 0.51% 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 XTEN ownership page tells you

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

XTEN was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% 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 Q1 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.

How Fulcrum Equity Management held XTEN β€” position size vs. price
% of Fund (quarterly)    XTEN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,610 -2,388 -17.1% 0.51% $532K 2026-05-15 (Est.) $45.81
2025 Q4 ADDED 13,998 +1,916 +15.9% 0.66% $653K 2026-01-06 $45.83
2025 Q2 ADDED 12,082 +6,506 +116.7% 0.57% $558K 2025-08-25 $44.65
2025 Q1 INITIATED 5,576 β€” β€” 0.28% $260K 2025-05-01 $44.33

🏒 Other funds also holding XTEN

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.03%

FAQ About Fulcrum Equity Management and XTEN

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

How long has Fulcrum Equity Management reported owning XTEN?

Fulcrum Equity Management reported XTEN across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XTEN position in Fulcrum Equity Management's portfolio?

The largest reported portfolio weight for XTEN was 0.66% in 2025 Q4.

What is the latest reported XTEN position on this page?

The most recent filing on this page is 2026 Q1, when Fulcrum Equity Management reported 11,610 shares, equal to 0.51% of portfolio, with an estimated market value of $532K.

What does the chart on this XTEN ownership page compare?

The chart compares Fulcrum Equity Management's quarterly XTEN 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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