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Action Point Financial Planning’s BondBloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV Stock Holding History

Action Point Financial Planning’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
Q2 		$22.8K Buy
+469
New +$22.9K ﹤0.01% 1086

Other funds holding XFIV

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's XFIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) in Q2 2026: 469 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings.

59 funds tracked by Wall St. Rank hold XFIV as of Q2 2026.

  • Action Point Financial Planning held 469 shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $22.8K as of Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • BondBloxx Bloomberg Five Year Target Duration US Treasury ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1086 holding.
  • 59 funds tracked by Wall St. Rank held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.