Able Wealth Management
XFIV icon

Able Wealth Management’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Able Wealth Management’s Portfolio XFIV Stock Details XFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,625
Closed -$225K – 231
2026
Q2 		$225K Sell
4,625
-6,070
-57% -$296K 0.05% 136
2026
Q1 		$526K Sell
10,695
-12,897
-55% -$638K 0.14% 79
2025
Q4 		$1.17M Buy
23,592
+539
+2% +$26.8K 0.37% 46
2025
Q3 		$1.14M Buy
23,053
+3,862
+20% +$190K 0.43% 45
2025
Q2 		$947K Buy
+19,191
New +$938K 0.48% 44

Other funds holding XFIV

Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Able Wealth Management's XFIV Position: Q3 2026 in Review

Able Wealth Management sold out of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q3 2026, closing a stake of 4,625 shares — an estimated $225K sold.

Able Wealth Management first reported a position in XFIV in Q2 2025 and held it in 5 quarters. The position peaked at $1.17M in Q4 2025. 17 funds tracked by Wall St. Rank hold XFIV as of Q3 2026.

  • Able Wealth Management reported no remaining BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 4,625 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares in Q3 2026, an estimated $225K.
  • Able Wealth Management first reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q2 2025 and held it in 5 quarters.
  • Able Wealth Management's BondBloxx Bloomberg Five Year Target Duration US Treasury ETF position peaked at $1.17M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.