Fulcrum Equity Management’s BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN Stock Holding History

Fulcrum Equity Management’s Portfolio XTEN Stock Details XTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Sell	7,551 -4,059	-35%	-$185K	0.25%	90
2026 Q1	$532K	Buy	11,610 +277	+2%	+$12.8K	0.51%	52
2025 Q4	$524K	Sell	11,333 -2,665	-19%	-$125K	0.5%	48
2025 Q3	$653K	Buy	13,998 +1,916	+16%	+$88.2K	0.66%	40
2025 Q2	$558K	Buy	12,082 +6,506	+117%	+$297K	0.57%	45
2025 Q1	$260K	Buy	+5,576	New	+$254K	0.28%	75

Other funds holding XTEN

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Fulcrum Equity Management's XTEN Position: Q2 2026 in Review

Fulcrum Equity Management reduced its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 35% in Q2 2026, selling an estimated $185K and leaving 7,551 shares worth $344K. The position accounts for 0.25% of the portfolio, ranked #90.

Fulcrum Equity Management first reported a position in XTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q3 2025. 178 funds tracked by Wall St. Rank hold XTEN as of Q2 2026.

Fulcrum Equity Management held 7,551 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $344K as of Q2 2026.
Fulcrum Equity Management sold 4,059 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $185K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.25% of Fulcrum Equity Management's portfolio in Q2 2026, its #90 holding.
Fulcrum Equity Management first reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Fulcrum Equity Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $653K in Q3 2025.
178 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.