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 Q3	$382K	Buy	9,004 +1,453	+19%	+$64.3K	0.3%	75
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Fulcrum Equity Management's XTEN Position: Q3 2026 in Review

Fulcrum Equity Management increased its BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) stake by 19% in Q3 2026, buying an estimated $64.3K and bringing the position to 9,004 shares worth $382K. The position accounts for 0.3% of the portfolio, ranked #75.

Fulcrum Equity Management first reported a position in XTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $653K in Q3 2025. 175 funds tracked by Wall St. Rank hold XTEN as of Q3 2026.

Fulcrum Equity Management held 9,004 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $382K as of Q3 2026.
Fulcrum Equity Management bought 1,453 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $64.3K.
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF made up 0.3% of Fulcrum Equity Management's portfolio in Q3 2026, its #75 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 7 quarters since.
Fulcrum Equity Management's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF position peaked at $653K in Q3 2025.
175 funds tracked by Wall St. Rank held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.